Position in SYY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$78,983
-$164,894 QoQ
Shares Held
945
-72.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,394
of 1,634 holders
Holding Since
Jun 2020
13 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, 2026Institute for Wealth Management, LLC. holds $109,658 across 2 Food Distribution names. SYY ranks #1 (72.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
945 | $78,983 | |
| 2 | USFD |
US Foods Holding Corp.
|
300 | $30,675 |
All Filings in SYY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,983 | 945 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $243,877 | 3,419 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $252,830 | 3,431 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $309,927 | 3,764 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $259,863 | 3,431 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $257,462 | 3,431 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $275,485 | 3,603 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $281,250 | 3,603 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $262,215 | 3,673 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $298,174 | 3,673 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $268,606 | 3,673 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $221,201 | 3,349 | Shares | Sole | 2023-10-13 | |
| 2020-06-30 | $225,253 | 4,121 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||