Position in USFD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,404,827
+$511,998 QoQ
Shares Held
43,079
+2.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
of 663 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $19,254,894 across 6 Food Distribution names. USFD ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
149,375 | $12,484,762 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
43,079 | $4,404,827 | |
| 3 | PFGC |
Performance Food Group Co
|
13,340 | $1,491,278 | |
| 4 | CHEF |
Chefs' Warehouse, Inc.
|
3,594 | $345,383 | |
| 5 | ANDE |
Andersons, Inc.
|
4,433 | $303,217 | |
| 6 | UNFI |
United Natural Foods Inc
|
4,936 | $225,427 |
All Filings in USFD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,404,827 | 43,079 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,892,829 | 42,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,801,753 | 37,198 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,545,469 | 33,222 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,218,735 | 28,811 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,697,770 | 25,936 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,386,235 | 20,549 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,139,595 | 18,530 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $958,673 | 18,095 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $913,064 | 16,918 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $816,925 | 17,990 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $277,376 | 6,304 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $268,627 | 7,272 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $295,735 | 8,693 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $244,993 | 9,266 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $335,792 | 10,945 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $425,407 | 11,305 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $398,664 | 11,446 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $331,661 | 9,569 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $361,159 | 9,415 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $389,853 | 10,227 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $662,435 | 19,887 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $472,641 | 21,271 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $423,644 | 21,483 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $587,175 | 33,155 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||