Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$277K Sell
3,887
-5,553
-59% -$459K 0.01% 953
2025
Q4
$696K Sell
9,440
-4,307
-31% -$328K 0.01% 709
2025
Q3
$1.11M Buy
+13,747
New +$1.1M 0.03% 538
2025
Q1
$1.69M Buy
22,483
+4,043
+22% +$296K 0.05% 340
2024
Q4
$1.41M Buy
18,440
+1,702
+10% +$130K 0.05% 343
2024
Q3
$1.31M Buy
+16,738
New +$1.26M 0.05% 331
2024
Q2
Sell
-10,563
Closed -$858K 908
2024
Q1
$858K Buy
10,563
+1,558
+17% +$123K 0.05% 275
2023
Q4
$659K Buy
9,005
+630
+8% +$43.5K 0.04% 327
2023
Q3
$553K Sell
8,375
-37
-0.4% -$2.66K 0.04% 339
2023
Q2
$624K Buy
8,412
+2,826
+51% +$209K 0.05% 313
2023
Q1
$431K Buy
5,586
+1,167
+26% +$89.6K 0.03% 394
2022
Q4
$338K Buy
4,419
+1,228
+38% +$99.2K 0.03% 369
2022
Q3
$226K Sell
3,191
-297
-9% -$24.7K 0.02% 486
2022
Q2
$297K Buy
3,488
+980
+39% +$82.1K 0.03% 378
2022
Q1
$206K Sell
2,508
-695
-22% -$56.2K 0.02% 555
2021
Q4
$252K Buy
3,203
+438
+16% +$33.7K 0.02% 487
2021
Q3
$218K Sell
2,765
-59
-2% -$4.5K 0.02% 483
2021
Q2
$220K Sell
2,824
-214
-7% -$17.3K 0.02% 472
2021
Q1
$241K Sell
3,038
-8
-0.3% -$620 0.03% 407
2020
Q4
$226K Buy
+3,046
New +$209K 0.03% 412
2020
Q1
Sell
-5,272
Closed -$451K 415
2019
Q4
$451K Buy
5,272
+209
+4% +$16.9K 0.08% 180
2019
Q3
$402K Buy
5,063
+2,236
+79% +$164K 0.08% 184
2019
Q2
$200K Buy
+2,827
New +$201K 0.04% 317
2018
Q3
Sell
-5,408
Closed -$369K 441
2018
Q2
$369K Sell
5,408
-2,200
-29% -$141K 0.08% 235
2018
Q1
$456K Sell
7,608
-2,290
-23% -$139K 0.1% 198
2017
Q4
$611K Buy
+9,898
New +$561K 0.12% 173
2017
Q1
Sell
-5,045
Closed -$279K 373
2016
Q4
$279K Sell
5,045
-14,282
-74% -$742K 0.07% 242
2016
Q3
$947K Buy
19,327
+6,789
+54% +$349K 0.21% 109
2016
Q2
$636K Sell
12,538
-5,420
-30% -$262K 0.16% 144
2016
Q1
$839K Buy
+17,958
New +$775K 0.2% 115

Other funds holding SYY

Caprock Group's SYY Position: Q1 2026 in Review

Caprock Group reduced its Sysco (SYY) stake by 59% in Q1 2026, selling an estimated $459K and leaving 3,887 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #953.

Caprock Group first reported a position in SYY in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.69M in Q1 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Caprock Group held 3,887 shares of Sysco worth $277K as of Q1 2026.
  • Caprock Group sold 5,553 Sysco shares in Q1 2026, an estimated $459K.
  • Sysco made up 0.01% of Caprock Group's portfolio in Q1 2026, its #953 holding.
  • Caprock Group first reported a position in Sysco in Q1 2016 and has held it in 30 quarters since.
  • Caprock Group's Sysco position peaked at $1.69M in Q1 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.