Dynasty Wealth Management, LLC
Position in USFD — US Foods Holding Corp.
CIK 1727599
ST. PETERSBURG, FL
Position in USFD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,073,542
+$733,402 QoQ
Shares Held
49,619
+5.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#181
of 662 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $6,697,483 across 3 Food Distribution names. USFD ranks #1 (75.8% of the industry book) .
All Filings in USFD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,073,542 | 49,619 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,340,140 | 47,068 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,644,960 | 48,393 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,258,342 | 42,526 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,723,329 | 22,378 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,761,070 | 26,903 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,785,463 | 26,467 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,545,925 | 25,137 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,277,824 | 24,119 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,142,760 | 21,174 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||