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Ballentine Partners’s Sysco SYY Stock Holding History

Ballentine Partners’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 		$1.08M Sell
12,894
-472
-4% -$35.7K 0.01% 354
2026
Q1 		$953K Buy
13,366
+142
+1% +$11.7K 0.01% 365
2025
Q4 		$974K Buy
13,224
+117
+0.9% +$8.9K 0.01% 332
2025
Q3 		$1.08M Sell
13,107
-217
-2% -$17.4K 0.02% 317
2025
Q2 		$1.01M Buy
13,324
+155
+1% +$11.3K 0.02% 317
2025
Q1 		$988K Buy
13,169
+1,219
+10% +$89.4K 0.02% 296
2024
Q4 		$914K Buy
11,950
+903
+8% +$69.1K 0.02% 305
2024
Q3 		$862K Buy
11,047
+1,083
+11% +$81.4K 0.01% 311
2024
Q2 		$711K Sell
9,964
-91
-0.9% -$6.8K 0.01% 335
2024
Q1 		$816K Buy
10,055
+281
+3% +$22.1K 0.02% 289
2023
Q4 		$715K Buy
9,774
+3,426
+54% +$236K 0.01% 290
2023
Q3 		$419K Sell
6,348
-5,441
-46% -$391K 0.01% 355
2023
Q2 		$875K Sell
11,789
-345
-3% -$25.5K 0.02% 214
2023
Q1 		$937K Sell
12,134
-299
-2% -$22.9K 0.02% 203
2022
Q4 		$951K Sell
12,433
-73
-0.6% -$5.9K 0.03% 173
2022
Q3 		$884K Buy
12,506
+564
+5% +$47K 0.03% 169
2022
Q2 		$1.01M Sell
11,942
-723
-6% -$60.6K 0.04% 155
2022
Q1 		$1.03M Sell
12,665
-145
-1% -$11.7K 0.03% 168
2021
Q4 		$1.01M Buy
12,810
+1,542
+14% +$119K 0.03% 179
2021
Q3 		$884K Sell
11,268
-10
-0.1% -$763 0.03% 167
2021
Q2 		$878K Sell
11,278
-6,151
-35% -$497K 0.03% 163
2021
Q1 		$1.37M Sell
17,429
-10,880
-38% -$844K 0.05% 122
2020
Q4 		$2.1M Buy
28,309
+81
+0.3% +$5.57K 0.08% 84
2020
Q3 		$1.76M Hold
28,228
– – 0.08% 91
2020
Q2 		$1.54M Sell
28,228
-3,640
-11% -$191K 0.07% 96
2020
Q1 		$1.45M Sell
31,868
-1,818
-5% -$126K 0.08% 97
2019
Q4 		$2.88M Buy
33,686
+52
+0.2% +$4.21K 0.13% 67
2019
Q3 		$2.67M Buy
33,634
+553
+2% +$40.6K 0.13% 71
2019
Q2 		$2.34M Buy
33,081
+17,809
+117% +$1.27M 0.11% 81
2019
Q1 		$1.02M Buy
15,272
+695
+5% +$45.2K 0.05% 125
2018
Q4 		$913K Buy
14,577
+9,362
+180% +$631K 0.05% 126
2018
Q3 		$382K Buy
5,215
+463
+10% +$33.4K 0.02% 229
2018
Q2 		$325K Buy
+4,752
New +$304K 0.02% 245
2018
Q1 		– Sell
-3,353
Closed -$203K – 383
2017
Q4 		$203K Buy
+3,353
New +$190K 0.01% 338

Other funds holding SYY

Swedbank
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners's SYY Position: Q2 2026 in Review

Ballentine Partners reduced its Sysco (SYY) stake by 3.5% in Q2 2026, selling an estimated $35.7K and leaving 12,894 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #354.

Ballentine Partners first reported a position in SYY in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.88M in Q4 2019. 251 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Ballentine Partners held 12,894 shares of Sysco worth $1.08M as of Q2 2026.
  • Ballentine Partners sold 472 Sysco shares in Q2 2026, an estimated $35.7K.
  • Sysco made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #354 holding.
  • Ballentine Partners first reported a position in Sysco in Q4 2017 and has held it in 34 quarters since.
  • Ballentine Partners's Sysco position peaked at $2.88M in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.