EP Wealth Advisors, LLC

Position in SYY — Sysco Corp

CIK 1540569 TORRANCE, CA

Position in SYY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,238,217

+$11,205 QoQ

Shares Held

17,359

+4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 87.23428768938302.ToString("F0")% Shared 0.ToString("F0")% None 12.765712310616973.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $3,857,882 across 3 Food Distribution names. SYY ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USFD	US Foods Holding Corp.	25,317	$2,334,480
2	SYY	Sysco Corp This page	17,359	$1,238,217
3	CVGW	Calavo Growers Inc	11,058	$285,185

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,238,217	17,359	+4.3%	Shares	Sole	2026-05-14
2025-12-31	$1,227,012	16,651	-14.2%	Shares	Sole	2026-02-18
2025-06-30	$1,470,037	19,409	-5.4%	Shares	Sole	2025-08-14
2025-03-31	$1,539,595	20,517	+34.9%	Shares	Sole	2025-05-15
2024-12-31	$1,163,262	15,214	-3.6%	Shares	Sole	2025-02-14
2024-09-30	$1,232,177	15,785	+59.0%	Shares	Sole	2024-11-15
2024-06-30	$708,617	9,926	+18.8%	Shares	Sole	2024-08-19
2024-03-31	$678,340	8,356	+10.5%	Shares	Sole	2024-05-14
2023-12-31	$553,228	7,565	-6.5%	Shares	Sole	2024-02-28
2023-09-30	$534,476	8,092	+63.6%	Shares	Sole	2023-11-24
2023-06-30	$367,067	4,947	-97.2%	Shares	Sole	2023-08-14
2023-03-31	$13,544,906	175,384	+2455.5%	Shares	Sole	2023-06-05
2022-12-31	$524,676	6,863	-33.4%	Shares	Sole	2023-06-12
2022-09-30	$728,949	10,309	+54.8%	Shares	Sole	2022-12-02
2022-06-30	$563,999	6,658	+1.9%	Shares	Sole	2022-08-11
2022-03-31	$533,582	6,535	-7.8%	Shares	Sole	2022-05-20
2021-12-31	$556,919	7,090	+3.6%	Shares	Sole	2022-02-17
2021-09-30	$537,411	6,846	-7.6%	Shares	Sole	2021-11-23
2021-06-30	$576,127	7,410	-2.6%	Shares	Sole	2021-08-24
2021-03-31	$598,975	7,607	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.