Position in USFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$305,247,365
+$77,551,321 QoQ
Shares Held
3,310,350
+9.5% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85.88091893606416.ToString("F0")%
Shared 0.ToString("F0")%
None 14.119081063935838.ToString("F0")%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026MORGAN STANLEY holds $1,015,129,177 across 11 Food Distribution names. USFD ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
6,084,731 | $434,023,853 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
3,310,350 | $305,247,365 | |
| 3 | PFGC |
Performance Food Group Co
|
1,812,640 | $155,270,733 | |
| 4 | UNFI |
United Natural Foods Inc
|
1,051,916 | $47,399,332 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
791,089 | $47,030,235 | |
| 6 | ANDE |
Andersons, Inc.
|
294,390 | $21,131,310 | |
| 7 | AVO |
Mission Produce, Inc.
|
266,963 | $3,673,407 | |
| 8 | CVGW |
Calavo Growers Inc
|
32,626 | $841,419 |
All Filings in USFD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,247,365 | 3,310,350 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $227,696,044 | 3,023,049 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $237,486,208 | 3,099,533 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $220,533,067 | 2,863,694 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $160,619,194 | 2,453,700 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $172,291,755 | 2,553,984 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $83,004,518 | 1,349,667 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $66,955,853 | 1,263,795 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $102,740,955 | 1,903,668 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $46,184,234 | 1,017,050 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $41,650,693 | 1,049,136 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $40,071,812 | 910,723 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $30,294,896 | 820,111 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $30,928,223 | 909,119 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,949,769 | 603,244 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,872,129 | 1,038,857 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $18,992,122 | 504,707 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $34,461,043 | 989,407 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $49,406,752 | 1,425,469 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $52,306,350 | 1,363,565 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $58,835,510 | 1,543,429 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $27,924,970 | 838,336 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,007,175 | 630,386 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,213,694 | 416,516 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,538,457 | 199,800 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||