Pinnacle Wealth Planning Services, Inc.

Position in USFD — US Foods Holding Corp.

CIK 1726752 MANSFIELD, OH

Position in USFD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$364,112

+$31,234 QoQ

Shares Held

3,561

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#416

of 662 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $854,539 across 7 Food Distribution names. USFD ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USFD	US Foods Holding Corp. This page	3,561	$364,112
2	CHEF	Chefs' Warehouse, Inc.	2,110	$202,771
3	ANDE	Andersons, Inc.	1,562	$106,840
4	SYY	Sysco Corp	1,088	$90,935
5	UNFI	United Natural Foods Inc	1,192	$54,438
6	PFGC	Performance Food Group Co	312	$34,878
7	AVO	Mission Produce, Inc.	48	$565

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,112	3,561	-1.4%	Shares	Sole	2026-08-07
2026-03-31	$332,878	3,610	-4.2%	Shares	Sole	2026-05-11
2025-12-31	$283,730	3,767	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$288,934	3,771	-0.8%	Shares	Sole	2025-11-13
2025-06-30	$292,792	3,802	+0.7%	Shares	Sole	2025-08-11
2025-03-31	$247,176	3,776	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$253,717	3,761	+1.0%	Shares	Sole	2025-02-27
2024-09-30	$228,964	3,723	-31.6%	Shares	Sole	2024-11-13
2021-06-30	$208,793	5,443	-0.5%	Shares	Sole	2021-08-02
2021-03-31	$208,630	5,473	-0.0%	Shares	Sole	2021-04-29
2020-12-31	$182,372	5,475	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.