Position in SYY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$120,438
+$16,725 QoQ
Shares Held
1,441
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,356
of 1,634 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $122,687 across 2 Food Distribution names. SYY ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
1,441 | $120,438 | |
| 2 | USFD |
US Foods Holding Corp.
|
22 | $2,249 |
All Filings in SYY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,438 | 1,441 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $103,713 | 1,454 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||