Position in SYY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,084,275
-$1,181,887 QoQ
Shares Held
183,433
-5.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 85.38204145638466.ToString("F0")%
Shared 2.4135036939692776.ToString("F0")%
None 12.204454849646064.ToString("F0")%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $26,151,594 across 6 Food Distribution names. SYY ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
183,433 | $13,084,275 | |
| 2 | USFD |
US Foods Holding Corp.
|
77,490 | $7,145,352 | |
| 3 | PFGC |
Performance Food Group Co
|
29,021 | $2,485,938 | |
| 4 | UNFI |
United Natural Foods Inc
|
50,983 | $2,297,293 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
12,662 | $752,755 | |
| 6 | AVO |
Mission Produce, Inc.
|
28,051 | $385,981 |
All Filings in SYY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,084,275 | 183,433 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $14,266,162 | 193,597 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $15,687,250 | 190,518 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $18,170,176 | 239,902 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $21,115,129 | 281,385 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $27,033,273 | 353,561 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $30,957,581 | 396,587 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $33,297,009 | 466,410 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $47,854,716 | 589,489 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $45,490,881 | 622,055 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $47,280,042 | 715,822 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $57,037,391 | 768,698 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $59,870,857 | 775,228 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $39,744,061 | 519,870 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||