Position in SYY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,457,614
+$1,339,687 QoQ
Shares Held
41,369
+39.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#425
of 1,634 holders
Holding Since
Sep 2021
19 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, 2026Merit Financial Group, LLC holds $6,073,589 across 4 Food Distribution names. SYY ranks #1 (56.9% of the industry book) .
All Filings in SYY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,457,614 | 41,369 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,117,927 | 29,692 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $4,115,362 | 55,847 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,349,276 | 52,821 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,879,327 | 51,219 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,978,787 | 39,696 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,453,142 | 32,084 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,933,077 | 24,764 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $785,147 | 10,998 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $929,429 | 11,449 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $357,166 | 4,884 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $340,355 | 5,153 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $335,606 | 4,523 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $303,127 | 3,925 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $350,370 | 4,583 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $315,578 | 4,463 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $536,807 | 6,337 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $338,847 | 4,150 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $205,670 | 2,620 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||