Cape Investment Advisory’s Sysco SYY Stock Holding History

Cape Investment Advisory’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	$206K	Buy	+2,461	New	+$186K	0.06%	225
2026 Q1	–	Sell	-2,902	Closed	-$214K	–	1087
2025 Q4	$214K	Buy	2,902 +760	+35%	+$57.8K	0.07%	204
2025 Q3	$176K	Sell	2,142 -46	-2%	-$3.68K	0.17%	122
2025 Q2	$166K	Buy	2,188 +1,982	+962%	+$144K	0.06%	202
2025 Q1	$15.5K	Hold	206	–	–	0.01%	530
2024 Q4	$15.8K	Buy	206 +16	+8%	+$1.23K	0.01%	511
2024 Q3	$14.8K	Buy	190 +10	+6%	+$752	0.01%	502
2024 Q2	$12.8K	Hold	180	–	–	0.01%	486
2024 Q1	$14.6K	Hold	180	–	–	0.01%	479
2023 Q4	$13.2K	Buy	180 +113	+169%	+$7.8K	0.01%	611
2023 Q3	$4.42K	Hold	67	–	–	﹤0.01%	692
2023 Q2	$4.97K	Hold	67	–	–	﹤0.01%	657
2023 Q1	$5.17K	Buy	+67	New	+$5.14K	﹤0.01%	662

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

Cape Investment Advisory's SYY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Sysco (SYY) in Q2 2026: 2,461 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #225 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SYY as recently as Q4 2025.

Cape Investment Advisory first reported a position in SYY in Q1 2023 and has held it in 13 quarters since. The position peaked at $214K in Q4 2025. 1,628 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Cape Investment Advisory held 2,461 shares of Sysco worth $206K as of Q2 2026.
Sysco was a new Cape Investment Advisory position in Q2 2026.
Sysco made up 0.06% of Cape Investment Advisory's portfolio in Q2 2026, its #225 holding.
Cape Investment Advisory first reported a position in Sysco in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Sysco position peaked at $214K in Q4 2025.
1,628 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.