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Private Wealth Management Group, LLC

Position in USFD — US Foods Holding Corp.

CIK 2011342 PRINCETON, NJ

Position in USFD

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,272
+$322 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#614
of 663 holders
Holding Since
Dec 2023
11 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, 2026

Private Wealth Management Group, LLC holds $73,786 across 5 Food Distribution names. USFD ranks #2 (4.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 USFD
US Foods Holding Corp.
This page
32 $3,272

All Filings in USFD

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,272 32
2026-03-31 $2,950 32
2025-12-31 $2,410 32
2025-09-30 $2,451 32
2025-06-30 $2,464 32
2025-03-31 $2,094 32
2024-12-31 $2,158 32
2024-09-30 $1,968 32
2024-06-30 $1,695 32
2024-03-31 $1,727 32
2023-12-31 $1,453 32