Caldwell Trust
SYY icon

Caldwell Trust’s Sysco SYY Stock Holding History

Caldwell Trust’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
Q3 		$664K Hold
8,515
– – 0.05% 199
2026
Q2 		$712K Sell
8,515
-4,970
-37% -$376K 0.06% 198
2026
Q1 		$962K Hold
13,485
– – 0.09% 167
2025
Q4 		$994K Hold
13,485
– – 0.09% 168
2025
Q3 		$1.11M Hold
13,485
– – 0.1% 164
2025
Q2 		$1.02M Sell
13,485
-300
-2% -$21.8K 0.1% 163
2025
Q1 		$1.03M Hold
13,785
– – 0.11% 157
2024
Q4 		$1.05M Hold
13,785
– – 0.11% 153
2024
Q3 		$1.08M Hold
13,785
– – 0.11% 151
2024
Q2 		$984K Buy
13,785
+5,800
+73% +$433K 0.11% 151
2024
Q1 		$648K Hold
7,985
– – 0.08% 188
2023
Q4 		$584K Sell
7,985
-6,087
-43% -$420K 0.07% 191
2023
Q3 		$929K Sell
14,072
-319
-2% -$22.9K 0.13% 140
2023
Q2 		$1.07M Buy
14,391
+120
+0.8% +$8.87K 0.14% 133
2023
Q1 		$1.1M Sell
14,271
-1,856
-12% -$142K 0.15% 127
2022
Q4 		$1.23M Buy
16,127
+2,324
+17% +$188K 0.17% 119
2022
Q3 		$976K Sell
13,803
-72
-0.5% -$6K 0.15% 130
2022
Q2 		$1.18M Buy
13,875
+5,784
+71% +$484K 0.16% 116
2022
Q1 		$661K Buy
8,091
+250
+3% +$20.2K 0.08% 175
2021
Q4 		$616K Sell
7,841
-200
-2% -$15.4K 0.07% 190
2021
Q3 		$631K Sell
8,041
-625
-7% -$47.7K 0.08% 177
2021
Q2 		$674K Hold
8,666
– – 0.09% 167
2021
Q1 		$682K Buy
8,666
+125
+1% +$9.7K 0.1% 157
2020
Q4 		$634K Buy
8,541
+553
+7% +$38K 0.1% 151
2020
Q3 		$497K Sell
7,988
-43
-0.5% -$2.5K 0.08% 168
2020
Q2 		$439K Sell
8,031
-440
-5% -$23.1K 0.07% 183
2020
Q1 		$387K Buy
8,471
+195
+2% +$13.5K 0.07% 183
2019
Q4 		$708K Buy
+8,276
New +$670K 0.11% 151

Other funds holding SYY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
First Nebraska Trust
First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Caldwell Trust's SYY Position: Q3 2026 in Review

Caldwell Trust held its Sysco (SYY) position steady in Q3 2026 at 8,515 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #199.

Caldwell Trust first reported a position in SYY in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.23M in Q4 2022. 909 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Caldwell Trust held 8,515 shares of Sysco worth $664K as of Q3 2026.
  • Caldwell Trust left its Sysco share count unchanged in Q3 2026.
  • Sysco made up 0.05% of Caldwell Trust's portfolio in Q3 2026, its #199 holding.
  • Caldwell Trust first reported a position in Sysco in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Sysco position peaked at $1.23M in Q4 2022.
  • 909 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.