Position in SYY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,309,551
+$399,883 QoQ
Shares Held
51,562
-5.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#378
of 1,630 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,324,584 across 3 Food Distribution names. SYY ranks #1 (99.7% of the industry book) .
All Filings in SYY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,309,551 | 51,562 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,909,668 | 54,811 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,933,103 | 66,944 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,889,286 | 71,524 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,857,277 | 77,334 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,998,997 | 79,944 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,240,894 | 81,623 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,957,878 | 89,135 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,474,287 | 90,689 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,536,670 | 92,839 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,737,446 | 105,804 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,070,190 | 107,043 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $8,022,726 | 108,123 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $8,108,068 | 104,986 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $8,255,529 | 107,986 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $7,889,185 | 111,571 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $9,491,586 | 112,048 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $9,909,615 | 121,367 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $9,319,957 | 118,650 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $9,465,922 | 120,585 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $9,342,051 | 120,155 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $9,815,334 | 124,655 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $15,362,611 | 206,876 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $13,155,361 | 211,433 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $12,604,104 | 230,591 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $10,704,615 | 234,596 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||