Corient Private Wealth LLC

Position in USFD — US Foods Holding Corp.

CIK 1948780 MIAMI, FL

Position in USFD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,145,352

+$2,130,020 QoQ

Shares Held

77,490

+16.4% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 87.85746468421192.ToString("F0")% Shared 2.955129734170841.ToString("F0")% None 9.187405581617238.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Corient Private Wealth LLC holds $26,151,594 across 6 Food Distribution names. USFD ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp	183,433	$13,084,275
2	USFD	US Foods Holding Corp. This page	77,490	$7,145,352
3	PFGC	Performance Food Group Co	29,021	$2,485,938
4	UNFI	United Natural Foods Inc	50,983	$2,297,293
5	CHEF	Chefs' Warehouse, Inc.	12,662	$752,755
6	AVO	Mission Produce, Inc.	28,051	$385,981

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,145,352	77,490	+16.4%	Shares	Other	2026-05-15
2025-12-31	$5,015,332	66,587	+8.3%	Shares	Sole	2026-03-09
2025-09-30	$4,710,673	61,481	+28.5%	Shares	Sole	2025-11-14
2025-06-30	$3,683,234	47,828	-5.6%	Shares	Defined	2025-09-26
2025-03-31	$3,317,184	50,675	+5.7%	Shares	Defined	2025-05-14
2024-12-31	$3,235,516	47,962	-4.9%	Shares	Sole	2025-02-10
2024-09-30	$3,103,228	50,459	+1.5%	Shares	Sole	2024-11-12
2024-06-30	$2,633,053	49,699	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$2,683,388	49,720	-0.8%	Shares	Sole	2024-05-09
2023-12-31	$2,275,903	50,119	+7.5%	Shares	Sole	2024-02-09
2023-09-30	$1,851,608	46,640	+3.6%	Shares	Sole	2023-11-03
2023-06-30	$1,980,000	45,000	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.