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 Q2	$275K	Sell	3,291 -1,188	-27%	-$89.9K	0.16%	112
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Athena Investment Management's SYY Position: Q2 2026 in Review

Athena Investment Management reduced its Sysco (SYY) stake by 27% in Q2 2026, selling an estimated $89.9K and leaving 3,291 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #112.

Athena Investment Management first reported a position in SYY in Q1 2022 and has held it in 17 quarters since. The position peaked at $369K in Q3 2025. 1,638 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Athena Investment Management held 3,291 shares of Sysco worth $275K as of Q2 2026.
Athena Investment Management sold 1,188 Sysco shares in Q2 2026, an estimated $89.9K.
Sysco made up 0.16% of Athena Investment Management's portfolio in Q2 2026, its #112 holding.
Athena Investment Management first reported a position in Sysco in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Sysco position peaked at $369K in Q3 2025.
1,638 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.