Position in SYY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,964,749
+$437,456 QoQ
Shares Held
35,472
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#464
of 1,634 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $2,974,611 across 3 Food Distribution names. SYY ranks #1 (99.7% of the industry book) .
All Filings in SYY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,964,749 | 35,472 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,527,293 | 35,431 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,609,141 | 35,407 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||