Bernzott Capital Advisors’s Sysco SYY Stock Holding History

Bernzott Capital Advisors’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	$4.19M	Buy	+50,091	New	+$3.79M	1.68%	31
2015 Q1	–	Sell	-8,500	Closed	-$337K	–	53
2014 Q4	$337K	Sell	8,500 -3,000	-26%	-$116K	0.07%	46
2014 Q3	$436K	Sell	11,500 -11,200	-49%	-$418K	0.1%	42
2014 Q2	$850K	Hold	22,700	–	–	0.19%	40
2014 Q1	$820K	Hold	22,700	–	–	0.2%	40
2013 Q4	$819K	Hold	22,700	–	–	0.19%	41
2013 Q3	$723K	Buy	+22,700	New	+$762K	0.18%	42

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

Bernzott Capital Advisors's SYY Position: Q2 2026 in Review

Bernzott Capital Advisors opened a new position in Sysco (SYY) in Q2 2026: 50,091 shares worth $4.19M. The stake represents 1.68% of the portfolio and ranks #31 among its holdings. This is a return to the name: Bernzott Capital Advisors previously reported a position in SYY as recently as Q4 2014.

Bernzott Capital Advisors first reported a position in SYY in Q3 2013 and has held it in 7 quarters since. 1,635 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Bernzott Capital Advisors held 50,091 shares of Sysco worth $4.19M as of Q2 2026.
Sysco was a new Bernzott Capital Advisors position in Q2 2026.
Sysco made up 1.68% of Bernzott Capital Advisors's portfolio in Q2 2026, its #31 holding.
Bernzott Capital Advisors first reported a position in Sysco in Q3 2013 and has held it in 7 quarters since.
1,635 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.