Beaton Management Company’s Sysco SYY Stock Holding History

Beaton Management Company’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	$517K	Hold	7,247	–	–	0.23%	89
2025 Q4	$534K	Sell	7,247 -366	-5%	-$27.8K	0.24%	89
2025 Q3	$627K	Sell	7,613 -200	-3%	-$16K	0.29%	80
2025 Q2	$592K	Sell	7,813 -100	-1%	-$7.26K	0.29%	79
2025 Q1	$594K	Hold	7,913	–	–	0.31%	76
2024 Q4	$605K	Hold	7,913	–	–	0.31%	78
2024 Q3	$618K	Hold	7,913	–	–	0.31%	79
2024 Q2	$565K	Hold	7,913	–	–	0.3%	81
2024 Q1	$642K	Hold	7,913	–	–	0.35%	77
2023 Q4	$579K	Hold	7,913	–	–	0.35%	75
2023 Q3	$523K	Hold	7,913	–	–	0.34%	76
2023 Q2	$587K	Hold	7,913	–	–	0.37%	73
2023 Q1	$611K	Hold	7,913	–	–	0.41%	69
2022 Q4	$605K	Hold	7,913	–	–	0.41%	68
2022 Q3	$560K	Hold	7,913	–	–	0.42%	65
2022 Q2	$670K	Hold	7,913	–	–	0.48%	63
2022 Q1	$646K	Hold	7,913	–	–	0.4%	66
2021 Q4	$622K	Buy	7,913 +200	+3%	+$15.4K	0.37%	72
2021 Q3	$605K	Buy	7,713 +950	+14%	+$72.5K	0.4%	71
2021 Q2	$526K	Hold	6,763	–	–	0.33%	80
2021 Q1	$533K	Hold	6,763	–	–	0.37%	75
2020 Q4	$502K	Hold	6,763	–	–	0.37%	77
2020 Q3	$421K	Sell	6,763 -1,900	-22%	-$111K	0.35%	80
2020 Q2	$474K	Sell	8,663 -1,100	-11%	-$57.8K	0.42%	68
2020 Q1	$445K	Hold	9,763	–	–	0.45%	66
2019 Q4	$835K	Hold	9,763	–	–	0.66%	51
2019 Q3	$775K	Sell	9,763 -170	-2%	-$12.5K	0.63%	51
2019 Q2	$702K	Sell	9,933 -67	-0.7%	-$4.77K	0.58%	56
2019 Q1	$668K	Hold	10,000	–	–	0.58%	56
2018 Q4	$627K	Hold	10,000	–	–	0.62%	57
2018 Q3	$733K	Hold	10,000	–	–	0.61%	53
2018 Q2	$683K	Hold	10,000	–	–	0.61%	55
2018 Q1	$600K	Hold	10,000	–	–	0.55%	56
2017 Q4	$607K	Hold	10,000	–	–	0.55%	58
2017 Q3	$539K	Hold	10,000	–	–	0.51%	61
2017 Q2	$503K	Buy	+10,000	New	+$534K	0.5%	60

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

Beaton Management Company's SYY Position: Q1 2026 in Review

Beaton Management Company held its Sysco (SYY) position steady in Q1 2026 at 7,247 shares worth $517K. The position accounts for 0.23% of the portfolio, ranked #89.

Beaton Management Company first reported a position in SYY in Q2 2017 and has held it in 36 quarters since. The position peaked at $835K in Q4 2019. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Beaton Management Company held 7,247 shares of Sysco worth $517K as of Q1 2026.
Beaton Management Company left its Sysco share count unchanged in Q1 2026.
Sysco made up 0.23% of Beaton Management Company's portfolio in Q1 2026, its #89 holding.
Beaton Management Company first reported a position in Sysco in Q2 2017 and has held it in 36 quarters since.
Beaton Management Company's Sysco position peaked at $835K in Q4 2019.
1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

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