Position in USFD
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$8,806,146
+$1,319,866 QoQ
Shares Held
95,501
-3.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Moran Wealth Management, LLC holds $12,873,659 across 1 Food Distribution name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
154,028 | $12,873,659 |
All Filings in USFD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,806,146 | 95,501 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $7,486,280 | 99,393 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,911,015 | 103,250 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,061,714 | 104,684 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,896,276 | 105,351 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||