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 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%	-$9.98K	0.29%	72
2022 Q4	$300K	Buy	+3,928	New	+$317K	0.3%	72

Other funds holding SYY

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Applied Capital LLC's SYY Position: Q2 2026 in Review

Applied Capital LLC opened a new position in Sysco (SYY) in Q2 2026: 2,415 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #92 among its holdings. This is a return to the name: Applied Capital LLC previously reported a position in SYY as recently as Q3 2025.

Applied Capital LLC first reported a position in SYY in Q4 2022 and has held it in 11 quarters since. The position peaked at $300K in Q4 2022. 702 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Applied Capital LLC held 2,415 shares of Sysco worth $202K as of Q2 2026.
Sysco was a new Applied Capital LLC position in Q2 2026.
Sysco made up 0.08% of Applied Capital LLC's portfolio in Q2 2026, its #92 holding.
Applied Capital LLC first reported a position in Sysco in Q4 2022 and has held it in 11 quarters since.
Applied Capital LLC's Sysco position peaked at $300K in Q4 2022.
702 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.