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Capital Advisors Inc’s Sysco SYY Stock Holding History

Capital Advisors Inc’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 		$201K Buy
+2,400
New +$182K ﹤0.01% 361
2023
Q3 		– Sell
-2,840
Closed -$211K – 279
2023
Q2 		$211K Buy
+2,840
New +$210K 0.01% 256
2022
Q3 		– Sell
-2,500
Closed -$212K – 252
2022
Q2 		$212K Hold
2,500
– – 0.01% 233
2022
Q1 		$204K Buy
+2,500
New +$202K 0.01% 246

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Capital Advisors Inc opened a new position in Sysco (SYY) in Q2 2026: 2,400 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Capital Advisors Inc previously reported a position in SYY as recently as Q2 2023.

Capital Advisors Inc first reported a position in SYY in Q1 2022 and has held it in 4 quarters since. The position peaked at $212K in Q2 2022. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Capital Advisors Inc held 2,400 shares of Sysco worth $201K as of Q2 2026.
  • Sysco was a new Capital Advisors Inc position in Q2 2026.
  • Sysco made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #361 holding.
  • Capital Advisors Inc first reported a position in Sysco in Q1 2022 and has held it in 4 quarters since.
  • Capital Advisors Inc's Sysco position peaked at $212K in Q2 2022.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.