Position in SYY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,092,040
+$2,344,228 QoQ
Shares Held
180,570
+1.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#210
of 1,634 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $22,490,009 across 5 Food Distribution names. SYY ranks #1 (67.1% of the industry book) .
All Filings in SYY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,092,040 | 180,570 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,747,812 | 178,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,263,784 | 166,424 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,471,875 | 151,468 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $11,348,048 | 149,829 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $10,526,986 | 140,285 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,968,146 | 117,292 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,706,058 | 124,341 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,241,975 | 115,450 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,391,064 | 115,682 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,550,851 | 130,601 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,914,177 | 119,821 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $8,588,130 | 115,743 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,424,634 | 109,085 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,285,073 | 95,292 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,581,616 | 93,079 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $7,269,473 | 85,816 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $5,878,718 | 71,999 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,407,971 | 94,309 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,991,614 | 101,804 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,185,110 | 92,413 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,565,102 | 96,077 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,698,608 | 103,671 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,909,966 | 94,985 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $32,385,612 | 592,492 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $25,541,757 | 559,758 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||