Position in USFD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,061,155
+$241,207 QoQ
Shares Held
20,158
+2.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#240
of 662 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026NewEdge Wealth, LLC holds $2,376,753 across 2 Food Distribution names. USFD ranks #1 (86.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USFD |
US Foods Holding Corp.
This page
|
20,158 | $2,061,155 | |
| 2 | SYY |
Sysco Corp
|
3,776 | $315,598 |
All Filings in USFD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,061,155 | 20,158 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,819,948 | 19,737 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,562,965 | 20,751 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,517,918 | 19,811 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,539,044 | 19,985 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,326,481 | 20,264 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,530,599 | 22,689 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,159,572 | 35,115 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,041,321 | 19,655 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,063,586 | 19,707 | Shares | Sole | 2024-05-06 | |
| 2021-12-31 | $10,845,365 | 311,380 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $9,068,546 | 261,643 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,990,475 | 104,027 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||