Position in USFD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,840
-$14,942 QoQ
Shares Held
18
-90.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#628
of 662 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $20,311 across 2 Food Distribution names. USFD ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
221 | $18,471 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
18 | $1,840 |
All Filings in USFD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,840 | 18 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,782 | 182 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $15,787 | 205 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,701 | 26 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $13,694 | 203 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||