Position in SYY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$523,042
+$46,773 QoQ
Shares Held
6,258
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#950
of 1,634 holders
Holding Since
Mar 2023
13 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, 2026Compound Planning, Inc. holds $1,941,011 across 3 Food Distribution names. SYY ranks #2 (26.9% of the industry book) .
All Filings in SYY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,042 | 6,258 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $476,269 | 6,677 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $489,890 | 6,648 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $618,702 | 7,514 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $449,138 | 5,930 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $406,941 | 5,423 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $415,789 | 5,438 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $404,272 | 5,179 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $377,296 | 5,285 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $462,157 | 5,693 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $221,803 | 3,033 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $672,548 | 9,064 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $690,667 | 8,943 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||