USFD β€” US FOODS HLDG CORP

Ownership history in HHM Wealth Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

HHM Wealth Advisors, LLC reported US FOODS HLDG CORP (USFD) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows USFD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HHM Wealth Advisors, LLC's position in US FOODS HLDG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

USFD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HHM Wealth Advisors, LLC held USFD β€” position size vs. price
% of Fund (quarterly)    USFD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 127 β€” 0% 0.00% $10K 2025-10-29 $73.04
2025 Q2 UNCHANGED 127 β€” 0% 0.00% $10K 2025-08-11 $78.27
2025 Q1 UNCHANGED 127 β€” 0% 0.00% $8K 2025-05-08 $71.81
2024 Q4 UNCHANGED 127 β€” 0% 0.00% $9K 2025-01-24 $69.52
2024 Q3 INITIATED 127 β€” β€” 0.00% $8K 2024-11-12 $67.01

FAQ About HHM Wealth Advisors, LLC and USFD

These are the practical questions this page is built to answer before you even open the full history table.

How long has HHM Wealth Advisors, LLC reported owning USFD?

HHM Wealth Advisors, LLC reported USFD across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported USFD position in HHM Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for USFD was 0.00% in 2024 Q4.

What is the latest reported USFD position on this page?

The most recent filing on this page is 2025 Q3, when HHM Wealth Advisors, LLC reported 127 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this USFD ownership page compare?

The chart compares HHM Wealth Advisors, LLC's quarterly USFD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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