Position in SYY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,632,853
+$297,937 QoQ
Shares Held
31,501
-3.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#483
of 1,634 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,711,438 across 3 Food Distribution names. SYY ranks #1 (70.9% of the industry book) .
All Filings in SYY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,632,853 | 31,501 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,334,916 | 32,734 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,928,762 | 26,174 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,235,942 | 27,155 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,725,660 | 22,784 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,890,782 | 25,197 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,877,934 | 24,561 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,920,510 | 24,603 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,703,008 | 23,855 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,951,648 | 24,041 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,143,387 | 15,635 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $578,267 | 8,755 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $874,818 | 11,790 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,212,819 | 15,704 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,877,153 | 24,554 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,679,857 | 23,757 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,102,502 | 24,820 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,830,184 | 22,415 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,871,139 | 23,821 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,869,242 | 23,812 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,936,286 | 24,904 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,331,650 | 16,912 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,397,201 | 18,815 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,233,075 | 19,818 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,153,599 | 21,105 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $993,775 | 21,779 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||