MONTAG A & ASSOCIATES INC

Position in SYY — Sysco Corp

CIK 829407 ATLANTA, GA

Position in SYY

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$802,785

+$179,147 QoQ

Shares Held

9,605

+9.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#789

of 1,630 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $822,983 across 4 Food Distribution names. SYY ranks #1 (97.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp This page	9,605	$802,785
2	ANDE	Andersons, Inc.	250	$17,100
3	PFGC	Performance Food Group Co	14	$1,565
4	USFD	US Foods Holding Corp.	15	$1,533

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$802,785	9,605	+9.9%	Shares	Sole	2026-08-05
2026-03-31	$623,638	8,743	0.0%	Shares	Sole	2026-04-29
2025-12-31	$644,271	8,743	+1.4%	Shares	Sole	2026-02-02
2025-09-30	$709,770	8,620	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$650,833	8,593	0.0%	Shares	Sole	2025-08-07
2025-03-31	$644,818	8,593	0.0%	Shares	Sole	2025-05-05
2024-12-31	$657,020	8,593	0.0%	Shares	Sole	2025-01-30
2024-09-30	$670,769	8,593	+12.8%	Shares	Sole	2024-11-05
2024-06-30	$543,706	7,616	0.0%	Shares	Sole	2024-07-31
2024-03-31	$618,266	7,616	+30.6%	Shares	Sole	2024-05-07
2023-12-31	$426,567	5,833	+9.4%	Shares	Sole	2024-02-07
2023-09-30	$352,244	5,333	0.0%	Shares	Sole	2023-11-09
2023-06-30	$395,708	5,333	+0.4%	Shares	Sole	2023-08-09
2023-03-31	$410,400	5,314	-4.9%	Shares	Sole	2023-05-11
2022-12-31	$427,279	5,589	+0.8%	Shares	Sole	2023-02-02
2022-09-30	$392,086	5,545	0.0%	Shares	Sole	2022-11-09
2022-06-30	$469,716	5,545	-22.8%	Shares	Sole	2022-08-10
2022-03-31	$586,247	7,180	-2.7%	Shares	Sole	2022-05-02
2021-12-31	$579,699	7,380	0.0%	Shares	Sole	2022-02-09
2021-09-30	$579,330	7,380	0.0%	Shares	Sole	2021-11-08
2021-06-30	$573,795	7,380	0.0%	Shares	Sole	2021-08-03
2021-03-31	$581,101	7,380	0.0%	Shares	Sole	2021-05-14
2020-12-31	$548,038	7,380	0.0%	Shares	Sole	2021-02-12
2020-09-30	$459,183	7,380	+19.0%	Shares	Sole	2020-11-12
2020-06-30	$338,892	6,200	0.0%	Shares	Sole	2020-08-04
2020-03-31	$282,906	6,200	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.