Position in USFD
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$467,409
+$135,626 QoQ
Shares Held
5,069
+15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,069,360 across 2 Food Distribution names. USFD ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
8,439 | $601,951 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
5,069 | $467,409 |
All Filings in USFD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $467,409 | 5,069 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $331,783 | 4,405 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $237,748 | 3,103 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $237,651 | 3,086 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||