SYY
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 19.0 | P/B | 19.76 |
| EPS (TTM) | 3.72 | Dividend | 2.64% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 39.8M | 0.0% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 31.1M | n/a | n/a |
| State Street | 27.2M | 0.1% | +3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26.8M | n/a | n/a |
| Geode Capital Management | 13.0M | 0.1% | +2% |
| HARRIS ASSOCIATES L P | 11.0M | 1.0% | +39% |
Top institutional owners for SYY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 15 | Phillips Ronald L | SELL | 57 | −$5K |
| AUG 25 | Phillips Ronald L | SELL | 506 | −$43K |
| AUG 12 | Phillips Ronald L | SELL | 367 | −$31K |
| MAY 27 | Hinshaw John M | BUY | 13K | +$1M |
1 insider buy, 3 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SYY yet.