Agate Pass Investment Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$595K Sell
7,114
-370
-5% -$28K 0.22% 77
2026
Q1
$534K Sell
7,484
-1,100
-13% -$90.9K 0.21% 82
2025
Q4
$633K Sell
8,584
-6,030
-41% -$459K 0.24% 80
2025
Q3
$1.2M Sell
14,614
-879
-6% -$70.3K 0.46% 59
2025
Q2
$1.17M Sell
15,493
-214
-1% -$15.5K 0.48% 59
2025
Q1
$1.18M Sell
15,707
-1,242
-7% -$91K 0.5% 59
2024
Q4
$1.3M Buy
16,949
+1,638
+11% +$125K 0.59% 49
2024
Q3
$1.2M Sell
15,311
-63
-0.4% -$4.74K 0.6% 53
2024
Q2
$1.1M Buy
15,374
+6
+0% +$448 0.58% 52
2024
Q1
$1.25M Buy
15,368
+445
+3% +$35.1K 0.67% 44
2023
Q4
$1.09M Buy
14,923
+404
+3% +$27.9K 0.63% 48
2023
Q3
$959K Sell
14,519
-745
-5% -$53.5K 0.65% 44
2023
Q2
$1.13M Buy
15,264
+340
+2% +$25.1K 0.69% 44
2023
Q1
$1.15M Sell
14,924
-4,105
-22% -$315K 0.75% 43
2022
Q4
$1.45M Sell
19,029
-672
-3% -$54.3K 1.03% 33
2022
Q3
$1.39M Sell
19,701
-450
-2% -$37.5K 1.06% 32
2022
Q2
$1.71M Sell
20,151
-652
-3% -$54.6K 1.2% 28
2022
Q1
$1.7M Buy
20,803
+600
+3% +$48.5K 1.06% 31
2021
Q4
$1.59M Buy
+20,203
New +$1.55M 0.99% 31

Other funds holding SYY

Agate Pass Investment Management's SYY Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Sysco (SYY) stake by 4.9% in Q2 2026, selling an estimated $28K and leaving 7,114 shares worth $595K. The position accounts for 0.22% of the portfolio, ranked #77.

Agate Pass Investment Management first reported a position in SYY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q2 2022. 427 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Agate Pass Investment Management held 7,114 shares of Sysco worth $595K as of Q2 2026.
  • Agate Pass Investment Management sold 370 Sysco shares in Q2 2026, an estimated $28K.
  • Sysco made up 0.22% of Agate Pass Investment Management's portfolio in Q2 2026, its #77 holding.
  • Agate Pass Investment Management first reported a position in Sysco in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's Sysco position peaked at $1.71M in Q2 2022.
  • 427 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.