Position in USFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$412,823
+$25,303 QoQ
Shares Held
4,477
-13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Waverly Advisors, LLC holds $1,601,727 across 1 Food Distribution name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
19,164 | $1,601,727 |
All Filings in USFD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,823 | 4,477 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $387,520 | 5,145 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $331,534 | 4,327 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $614,308 | 7,977 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $505,940 | 7,729 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $736,528 | 10,918 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $666,598 | 10,839 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $580,447 | 10,956 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $728,539 | 13,499 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||