Position in SYY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$15,965,535
+$5,034,356 QoQ
Shares Held
191,021
+24.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#201
of 1,634 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $23,677,998 across 5 Food Distribution names. SYY ranks #1 (67.4% of the industry book) .
All Filings in SYY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,965,535 | 191,021 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,931,179 | 153,248 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $15,071,815 | 204,530 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $17,638,380 | 214,214 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,570,245 | 218,778 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $16,772,190 | 223,510 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $16,712,473 | 218,578 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $12,658,131 | 162,159 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,397,413 | 159,650 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $13,024,032 | 160,434 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,388,169 | 155,725 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $15,594,867 | 236,107 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $279,140 | 3,762 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,269,197 | 16,434 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||