Position in USFD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,114,555
-$30,797 QoQ
Shares Held
69,580
-10.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 663 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 70%
Shared 3%
None 27%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Corient Private Wealth LLC holds $31,747,414 across 6 Food Distribution names. USFD ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
216,302 | $15,105,894 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
69,580 | $7,114,555 | |
| 3 | PFGC |
Performance Food Group Co
|
31,604 | $3,533,011 | |
| 4 | AVO |
Mission Produce, Inc.
|
213,417 | $2,516,186 | |
| 5 | UNFI |
United Natural Foods Inc
|
50,672 | $2,314,190 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
12,108 | $1,163,578 |
All Filings in USFD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,114,555 | 69,580 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $7,145,352 | 77,490 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,015,332 | 66,587 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $4,710,673 | 61,481 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,683,234 | 47,828 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $3,317,184 | 50,675 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,235,516 | 47,962 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,103,228 | 50,459 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,633,053 | 49,699 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,683,388 | 49,720 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,275,903 | 50,119 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,851,608 | 46,640 | 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. | ||||||