
Congress trades
US Foods Holding Corp. (USFD)
NYSE · Consumer Defensive · 15 congress trades · last filed 1 year ago
About US Foods Holding Corp.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NYSE
- Sector
- Consumer Defensive
- Industry
- Food Distribution
- Chief executive
- David E. Flitman
- Employees
- 30,000
- Listed since
- May 26, 2016
- Market value
- $22.1B
- Price to earnings (12 mo)
- 31.0
- Net income per share, as reported (12 mo)
- $3.33
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 6, 2026 | $1.44 | $1.36 | $10.5B | $10.5B | EPS beatRevenue in line |
| Q1 FY2026reported May 7, 2026 | $0.78 | $0.81 | $9.6B | $9.7B | EPS missRevenue in line |
| Q4 FY2025reported Feb 12, 2026 | $1.04 | $1.00 | $9.8B | $9.9B | EPS beatRevenue in line |
| Q3 FY2025reported Nov 6, 2025 | $1.07 | $1.04 | $10.2B | $10.2B | EPS beatRevenue in line |
| Q2 FY2025reported Aug 7, 2025 | $1.19 | $1.14 | $10.1B | $10.2B | EPS beatRevenue in line |
| Q1 FY2025reported May 8, 2025 | $0.68 | $0.69 | $9.4B | $9.4B | EPS missRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 2, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| David E. FlitmanChief Executive Officer | $1.4M | $13.3M | $3.4M | $18.1M |
| Dirk J. LocascioExecutive Vice President, Chief Financial Officer | $725K | $3.2M | $775K | $4.7M |
| Steven M. GubermanExecutive Vice President, Chief Transformation Officer and Nationally Managed Business | $608K | $2.2M | $676K | $3.5M |
| Randy J. TaylorExecutive Vice President, Field Operations and Local Sales | $608K | $2.2M | $661K | $3.5M |
| John A. TonnisonExecutive Vice President, Chief Information and Digital Officer | $620K | $2.0M | $654K | $3.3M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Wellington Management Group LLP | $2.4B | 23,009,877 | +46.1% | 10.53% |
| BlackRock, Inc. | $2.1B | 20,845,367 | +2.0% | 9.54% |
| Boston Partners | $1.9B | 18,606,610 | +13.5% | 8.51% |
| Vanguard Portfolio Management LLC | $1.0B | 10,135,613 | -0.6% | 4.64% |
| Vanguard Capital Management LLC | $1.0B | 9,960,262 | +0.6% | 4.56% |
| FMR LLC | $914.0M | 8,939,057 | -35.1% | 4.09% |
| T. Rowe Price Investment Management, Inc. | $750.9M | 7,343,328 | +29.4% | 3.36% |
| State Street Corp | $715.1M | 6,993,748 | +1.7% | 3.17% |
| Invesco Ltd. | $580.1M | 5,673,337 | -7.2% | 2.60% |
| Victory Capital Management Inc | $556.6M | 5,443,787 | -10.4% | 2.49% |
| Capital World Investors | $531.8M | 5,200,756 | -33.1% | 2.38% |
| Lone Pine Capital LLC | $502.5M | 4,914,492 | +29.5% | 2.25% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding USFD
3 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Lone Pine CapitalStephen Mandel | $502.5M | 4,914,492 | 3.1% |
| D1 Capital PartnersDaniel Sundheim | $460.3M | 4,501,964 | 1.3% |
| Steadfast Capital Management | $54.7M | 534,533 | 1.7% |
3 of the 97 fund managers we track list USFD shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Congress trades in USFD
15 disclosures of 15 on record · median 34d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | +30.0%After the saleS&P 500 +14.2% · +15.7 pts vs S&P 500 | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +28.3%After the saleS&P 500 +17.8% · +10.5 pts vs S&P 500 | Aug 13, 2025 | Sep 12, 2025 | 30d |
| Val T. HoyleSpouse | Stock | Purchase | $1,001 - $15,000 | +63.2%S&P 500 +30.6% · +32.6 pts vs S&P 500 | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +25.7%S&P 500 +21.4% · +4.3 pts vs S&P 500 | Jul 10, 2025 | Aug 13, 2025 | 34d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +47.8%S&P 500 +31.7% · +16.1 pts vs S&P 500 | Mar 4, 2025 | Apr 14, 2025 | 41d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +175.9%After the saleS&P 500 +86.5% · +89.3 pts vs S&P 500 | Nov 30, 2022 | Dec 29, 2022 | 29d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +156.1%S&P 500 +95.1% · +61.0 pts vs S&P 500 | Mar 10, 2021 | May 5, 2021 | 56d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +345.3%S&P 500 +121.3% · +224.0 pts vs S&P 500 | Nov 4, 2020 | Dec 8, 2020 | 34d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +503.2%After the saleS&P 500 +186.7% · +316.5 pts vs S&P 500 | Apr 7, 2020 | Jun 15, 2020 | 69d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +718.4%After the saleS&P 500 +200.0% · +518.4 pts vs S&P 500 | Mar 17, 2020 | Apr 28, 2020 | 42d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +139.2%After the saleS&P 500 +152.6% · -13.4 pts vs S&P 500 | Sep 13, 2019 | Oct 21, 2019 | 38d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +160.4%S&P 500 +164.2% · -3.8 pts vs S&P 500 | Aug 7, 2019 | Sep 30, 2019 | 54d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +191.4%S&P 500 +170.2% · +21.3 pts vs S&P 500 | Mar 14, 2019 | Apr 8, 2019 | 25d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +193.3%S&P 500 +168.8% · +24.6 pts vs S&P 500 | Mar 20, 2019 | Apr 8, 2019 | 19d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +185.8%S&P 500 +172.2% · +13.6 pts vs S&P 500 | Feb 27, 2019 | Mar 12, 2019 | 13d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in USFD, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 21, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Tim Moore | Republican · House | $15,001 - $50,000 | 4.0% |
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.4% |
Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded USFD?
Val T. Hoyle, Lisa C. McClain, Tim Moore and Susie Lee disclosed USFD transactions in the filings shown here.
Which members of Congress hold USFD?
2 members of Congress report a position in USFD in the estimate we hold as of Oct 21, 2026. The estimated positions belong to Tim Moore and Lucy McBath. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are USFD trades disclosed?
Congressional disclosures took a median of 34 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
