Applied Capital LLC
SYY icon

Applied Capital LLC’s Sysco SYY Stock Holding History

Applied Capital LLC’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,415
Closed -$202K – 96
2026
Q2 		$202K Buy
+2,415
New +$183K 0.08% 92
2025
Q4 		– Sell
-2,598
Closed -$214K – 94
2025
Q3 		$214K Buy
+2,598
New +$208K 0.13% 84
2025
Q2 		– Sell
-2,698
Closed -$202K – 87
2025
Q1 		$202K Hold
2,698
– – 0.16% 84
2024
Q4 		$206K Sell
2,698
-50
-2% -$3.83K 0.16% 86
2024
Q3 		$215K Buy
+2,748
New +$207K 0.17% 80
2024
Q2 		– Sell
-2,748
Closed -$223K – 86
2024
Q1 		$223K Sell
2,748
-50
-2% -$3.94K 0.18% 81
2023
Q4 		$205K Sell
2,798
-1,000
-26% -$69K 0.19% 77
2023
Q3 		$251K Hold
3,798
– – 0.25% 73
2023
Q2 		$282K Hold
3,798
– – 0.27% 73
2023
Q1 		$293K Sell
3,798
-130
-3% -$10K 0.29% 72
2022
Q4 		$300K Buy
+3,928
New +$317K 0.3% 72

Other funds holding SYY

First Nebraska Trust
First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Applied Capital LLC's SYY Position: Q3 2026 in Review

Applied Capital LLC sold out of Sysco (SYY) in Q3 2026, closing a stake of 2,415 shares — an estimated $202K sold.

Applied Capital LLC first reported a position in SYY in Q4 2022 and held it in 11 quarters. The position peaked at $300K in Q4 2022. 637 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Applied Capital LLC reported no remaining Sysco position as of Q3 2026 after selling out during the quarter.
  • Applied Capital LLC sold 2,415 Sysco shares in Q3 2026, an estimated $202K.
  • Applied Capital LLC first reported a position in Sysco in Q4 2022 and held it in 11 quarters.
  • Applied Capital LLC's Sysco position peaked at $300K in Q4 2022.
  • 637 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.