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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
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% +$9.69K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caldwell Trust's SYY Position: Q1 2026 in Review

Caldwell Trust held its Sysco (SYY) position steady in Q1 2026 at 13,485 shares worth $962K. The position accounts for 0.09% of the portfolio, ranked #167.

Caldwell Trust first reported a position in SYY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.23M in Q4 2022. 1,560 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Caldwell Trust held 13,485 shares of Sysco worth $962K as of Q1 2026.
  • Caldwell Trust left its Sysco share count unchanged in Q1 2026.
  • Sysco made up 0.09% of Caldwell Trust's portfolio in Q1 2026, its #167 holding.
  • Caldwell Trust first reported a position in Sysco in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Sysco position peaked at $1.23M in Q4 2022.
  • 1,560 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.