HB Wealth Management, LLC

Position in SYY — Sysco Corp

CIK 1911253 Atlanta, GA

Position in SYY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,049,917

+$854,023 QoQ

Shares Held

36,491

+18.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#457

of 1,634 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HB Wealth Management, LLC holds $5,172,300 across 5 Food Distribution names. SYY ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp This page	36,491	$3,049,917
2	USFD	US Foods Holding Corp.	11,462	$1,171,989
3	PFGC	Performance Food Group Co	4,619	$516,358
4	CHEF	Chefs' Warehouse, Inc.	2,310	$221,991
5	UNFI	United Natural Foods Inc	4,643	$212,045

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,049,917	36,491	+18.5%	Shares	Sole	2026-07-29
2026-03-31	$2,195,894	30,785	-1.9%	Shares	Sole	2026-04-27
2025-12-31	$2,311,507	31,368	+8.1%	Shares	Sole	2026-01-28
2025-09-30	$2,390,412	29,031	+6.1%	Shares	Sole	2025-10-23
2025-06-30	$2,072,019	27,357	+22.2%	Shares	Sole	2025-07-17
2025-03-31	$1,680,295	22,392	+16.0%	Shares	Sole	2025-05-07
2024-12-31	$1,475,525	19,298	+4.5%	Shares	Sole	2025-01-15
2024-09-30	$1,442,080	18,474	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$1,311,434	18,370	+1.8%	Shares	Sole	2024-07-26
2024-03-31	$1,464,487	18,040	+2.4%	Shares	Sole	2024-04-30
2023-12-31	$1,288,331	17,617	+15.7%	Shares	Sole	2024-01-16
2023-09-30	$1,005,611	15,225	-11.1%	Shares	Sole	2023-10-13
2023-06-30	$1,271,417	17,135	+1.8%	Shares	Sole	2023-07-13
2023-03-31	$1,299,471	16,826	+2.5%	Shares	Sole	2023-04-13
2022-12-31	$1,255,003	16,416	+69.6%	Shares	Sole	2023-01-20
2022-09-30	$684,543	9,681	+2.0%	Shares	Sole	2022-10-19
2022-06-30	$803,728	9,488	+3.7%	Shares	Sole	2022-07-15
2022-03-31	$747,179	9,151	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$716,925	9,127	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.