Athena Investment Management’s Sysco SYY Stock Holding History

Athena Investment Management’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 Q1	$319K	Hold	4,479	–	–	0.17%	116
2025 Q4	$330K	Hold	4,479	–	–	0.17%	111
2025 Q3	$369K	Sell	4,479 -15	-0.3%	-$1.2K	0.19%	109
2025 Q2	$340K	Buy	4,494 +46	+1%	+$3.34K	0.19%	110
2025 Q1	$334K	Sell	4,448 -34	-0.8%	-$2.49K	0.2%	106
2024 Q4	$343K	Hold	4,482	–	–	0.2%	108
2024 Q3	$350K	Buy	4,482 +12	+0.3%	+$902	0.2%	114
2024 Q2	$319K	Buy	4,470 +100	+2%	+$7.47K	0.19%	112
2024 Q1	$355K	Hold	4,370	–	–	0.21%	107
2023 Q4	$320K	Buy	4,370 +688	+19%	+$47.5K	0.21%	107
2023 Q3	$243K	Buy	3,682 +596	+19%	+$42.8K	0.17%	118
2023 Q2	$229K	Buy	3,086 +81	+3%	+$5.99K	0.16%	129
2023 Q1	$232K	Buy	3,005 +90	+3%	+$6.91K	0.17%	127
2022 Q4	$223K	Buy	+2,915	New	+$236K	0.16%	126
2022 Q3	–	Sell	-2,745	Closed	-$233K	–	130
2022 Q2	$233K	Buy	2,745 +120	+5%	+$10.1K	0.18%	117
2022 Q1	$210K	Buy	+2,625	New	+$212K	0.16%	111

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Athena Investment Management's SYY Position: Q1 2026 in Review

Athena Investment Management held its Sysco (SYY) position steady in Q1 2026 at 4,479 shares worth $319K. The position accounts for 0.17% of the portfolio, ranked #116.

Athena Investment Management first reported a position in SYY in Q1 2022 and has held it in 16 quarters since. The position peaked at $369K in Q3 2025. 1,562 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Athena Investment Management held 4,479 shares of Sysco worth $319K as of Q1 2026.
Athena Investment Management left its Sysco share count unchanged in Q1 2026.
Sysco made up 0.17% of Athena Investment Management's portfolio in Q1 2026, its #116 holding.
Athena Investment Management first reported a position in Sysco in Q1 2022 and has held it in 16 quarters since.
Athena Investment Management's Sysco position peaked at $369K in Q3 2025.
1,562 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.