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Bard Financial Services’s Sysco SYY Stock Holding History

Bard Financial Services’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
2025
Q3 		$6.64M Sell
80,660
-375
-0.5% -$30K 0.73% 39
2025
Q2 		$6.14M Hold
81,035
– – 0.73% 41
2025
Q1 		$6.08M Sell
81,035
-500
-0.6% -$36.7K 0.74% 41
2024
Q4 		$6.23M Hold
81,535
– – 0.75% 40
2024
Q3 		$6.36M Sell
81,535
-9,425
-10% -$709K 0.75% 40
2024
Q2 		$6.49M Buy
90,960
+375
+0.4% +$28K 0.67% 41
2024
Q1 		$7.35M Sell
90,585
-2,265
-2% -$178K 0.78% 35
2023
Q4 		$6.79M Buy
92,850
+2,640
+3% +$182K 0.76% 39
2023
Q3 		$5.96M Buy
90,210
+825
+0.9% +$59.3K 0.74% 40
2023
Q2 		$6.63M Sell
89,385
-500
-0.6% -$37K 0.5% 59
2023
Q1 		$6.94M Sell
89,885
-250
-0.3% -$19.2K 0.56% 51
2022
Q4 		$6.89M Hold
90,135
– – 0.59% 48
2022
Q3 		$6.37M Sell
90,135
-250
-0.3% -$20.8K 0.6% 41
2022
Q2 		$7.66M Hold
90,385
– – 0.7% 36
2022
Q1 		$7.38M Sell
90,385
-750
-0.8% -$60.6K 0.6% 48
2021
Q4 		$7.16M Sell
91,135
-250
-0.3% -$19.2K 0.58% 49
2021
Q3 		$7.17M Sell
91,385
-750
-0.8% -$57.2K 0.64% 49
2021
Q2 		$7.16M Sell
92,135
-150
-0.2% -$12.1K 0.64% 46
2021
Q1 		$7.27M Sell
92,285
-6,750
-7% -$523K 0.7% 39
2020
Q4 		$7.35M Buy
+99,035
New +$6.81M 0.74% 37

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's SYY Position: Q3 2025 in Review

Bard Financial Services reduced its Sysco (SYY) stake by 0.46% in Q3 2025, selling an estimated $30K and leaving 80,660 shares worth $6.64M. The position accounts for 0.73% of the portfolio, ranked #39.

Bard Financial Services first reported a position in SYY in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.66M in Q2 2022. 1,555 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Bard Financial Services held 80,660 shares of Sysco worth $6.64M as of Q3 2025.
  • Bard Financial Services sold 375 Sysco shares in Q3 2025, an estimated $30K.
  • Sysco made up 0.73% of Bard Financial Services's portfolio in Q3 2025, its #39 holding.
  • Bard Financial Services first reported a position in Sysco in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Sysco position peaked at $7.66M in Q2 2022.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.