Allied Investment Advisors’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 | $14.4M | Buy |
172,615
+10,027
| +6% | +$759K | 1.81% | 25 |
|
|
2026
Q1 | $11.6M | Buy |
162,588
+6,826
| +4% | +$564K | 1.66% | 32 |
|
|
2025
Q4 | $11.5M | Buy |
155,762
+6,035
| +4% | +$459K | 1.77% | 25 |
|
|
2025
Q3 | $12.3M | Buy |
149,727
+7,183
| +5% | +$574K | 1.96% | 23 |
|
|
2025
Q2 | $10.8M | Buy |
142,544
+4,680
| +3% | +$340K | 1.89% | 23 |
|
|
2025
Q1 | $10.3M | Buy |
137,864
+11,554
| +9% | +$847K | 1.96% | 28 |
|
|
2024
Q4 | $9.66M | Buy |
126,310
+2,977
| +2% | +$228K | 1.95% | 25 |
|
|
2024
Q3 | $9.63M | Buy |
123,333
+3,635
| +3% | +$273K | 1.91% | 30 |
|
|
2024
Q2 | $8.55M | Buy |
119,698
+3,693
| +3% | +$276K | 2.01% | 31 |
|
|
2024
Q1 | $9.42M | Buy |
116,005
+4,253
| +4% | +$335K | 2.27% | 24 |
|
|
2023
Q4 | $8.17M | Buy |
111,752
+3,171
| +3% | +$219K | 2.22% | 27 |
|
|
2023
Q3 | $7.17M | Buy |
108,581
+3,282
| +3% | +$236K | 2.15% | 24 |
|
|
2023
Q2 | $7.81M | Buy |
105,299
+4,677
| +5% | +$346K | 2.26% | 23 |
|
|
2023
Q1 | $7.77M | Buy |
100,622
+3,118
| +3% | +$239K | 2.41% | 19 |
|
|
2022
Q4 | $7.45M | Buy |
97,504
+1,115
| +1% | +$90.1K | 2.33% | 22 |
|
|
2022
Q3 | $6.82M | Buy |
96,389
+1,758
| +2% | +$146K | 2.54% | 17 |
|
|
2022
Q2 | $8.02M | Buy |
94,631
+267
| +0.3% | +$22.4K | 2.88% | 10 |
|
|
2022
Q1 | $7.71M | Buy |
94,364
+3,810
| +4% | +$308K | 2.51% | 17 |
|
|
2021
Q4 | $7.11M | Buy |
90,554
+2,586
| +3% | +$199K | 2.43% | 19 |
|
|
2021
Q3 | $6.91M | Buy |
87,968
+191
| +0.2% | +$14.6K | 2.61% | 18 |
|
|
2021
Q2 | $6.83M | Buy |
87,777
+755
| +0.9% | +$61K | 2.57% | 17 |
|
|
2021
Q1 | $6.85M | Buy |
87,022
+1,305
| +2% | +$101K | 2.93% | 13 |
|
|
2020
Q4 | $6.37M | Sell |
85,717
-1,572
| -2% | -$108K | 3.06% | 10 |
|
|
2020
Q3 | $5.43M | Sell |
87,289
-288
| -0.3% | -$16.8K | 2.92% | 14 |
|
|
2020
Q2 | $4.79M | Buy |
87,577
+8,775
| +11% | +$461K | 2.76% | 14 |
|
|
2020
Q1 | $3.6M | Buy |
78,802
+20,190
| +34% | +$1.4M | 2.6% | 18 |
|
|
2019
Q4 | $5.01M | Buy |
58,612
+395
| +0.7% | +$32K | 2.96% | 16 |
|
|
2019
Q3 | $4.62M | Buy |
58,217
+1,225
| +2% | +$89.9K | 2.98% | 15 |
|
|
2019
Q2 | $4.03M | Buy |
56,992
+1,247
| +2% | +$88.7K | 2.7% | 20 |
|
|
2019
Q1 | $3.72M | Buy |
55,745
+1,960
| +4% | +$128K | 2.58% | 23 |
|
|
2018
Q4 | $3.37M | Buy |
53,785
+2,500
| +5% | +$169K | 2.78% | 20 |
|
|
2018
Q3 | $3.76M | Buy |
51,285
+2,030
| +4% | +$146K | 2.79% | 21 |
|
|
2018
Q2 | $3.36M | Buy |
49,255
+2,150
| +5% | +$137K | 2.74% | 20 |
|
|
2018
Q1 | $2.82M | Buy |
47,105
+42,360
| +893% | +$2.56M | 2.33% | 22 |
|
|
2017
Q4 | $288K | Buy |
+4,745
| New | +$269K | 0.24% | 39 |
|
Other funds holding SYY
MMA
MIP
BTW
FWIA
VF
ORIO
Allied Investment Advisors's SYY Position: Q2 2026 in Review
Allied Investment Advisors increased its Sysco (SYY) stake by 6.2% in Q2 2026, buying an estimated $759K and bringing the position to 172,615 shares worth $14.4M. The position accounts for 1.81% of the portfolio, ranked #25.
Allied Investment Advisors first reported a position in SYY in Q4 2017 and has held it in 35 quarters since. 665 funds tracked by Wall St. Rank hold SYY as of Q2 2026.
- Allied Investment Advisors held 172,615 shares of Sysco worth $14.4M as of Q2 2026.
- Allied Investment Advisors bought 10,027 Sysco shares in Q2 2026, an estimated $759K.
- Sysco made up 1.81% of Allied Investment Advisors's portfolio in Q2 2026, its #25 holding.
- Allied Investment Advisors first reported a position in Sysco in Q4 2017 and has held it in 35 quarters since.
- 665 funds tracked by Wall St. Rank held Sysco as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.