BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in USFD — US Foods Holding Corp.
CIK 2010186
CINCINNATI, OH
Position in USFD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,918
+$974 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#565
of 662 holders
Holding Since
Dec 2020
22 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,324,584 across 3 Food Distribution names. USFD ranks #2 (0.2% of the industry book) .
All Filings in USFD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,918 | 97 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,944 | 97 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,306 | 97 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,432 | 97 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,469 | 97 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,349 | 97 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,543 | 97 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,965 | 97 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,139 | 97 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,235 | 97 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,404 | 97 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,850 | 97 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $4,268 | 97 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $3,583 | 97 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $3,299 | 97 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $2,564 | 97 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,975 | 97 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $3,650 | 97 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $3,362 | 97 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $5,562 | 145 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $5,527 | 145 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $4,829 | 145 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||