Capstone Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,811
| Closed | -$894K | – | 1841 |
|
|
2025
Q4 | $797K | Sell |
10,811
-9,330
| -46% | -$710K | ﹤0.01% | 962 |
|
|
2025
Q3 | $1.66M | Sell |
20,141
-673
| -3% | -$53.8K | ﹤0.01% | 835 |
|
|
2025
Q2 | $1.58M | Buy |
+20,814
| New | +$1.51M | ﹤0.01% | 717 |
|
|
2025
Q1 | – | Sell |
-259
| Closed | -$19K | – | 1836 |
|
|
2024
Q4 | $19.8K | Sell |
259
-7,090
| -96% | -$543K | ﹤0.01% | 1794 |
|
|
2024
Q3 | $574K | Sell |
7,349
-15,013
| -67% | -$1.13M | ﹤0.01% | 1172 |
|
|
2024
Q2 | $1.6M | Buy |
+22,362
| New | +$1.67M | 0.01% | 806 |
|
|
2024
Q1 | – | Sell |
-1,932
| Closed | -$152K | – | 2538 |
|
|
2023
Q4 | $141K | Sell |
1,932
-15,727
| -89% | -$1.09M | ﹤0.01% | 1882 |
|
|
2023
Q3 | $1.17M | Sell |
17,659
-13,984
| -44% | -$1M | 0.01% | 929 |
|
|
2023
Q2 | $2.35M | Buy |
31,643
+27,892
| +744% | +$2.06M | 0.01% | 596 |
|
|
2023
Q1 | $290K | Sell |
3,751
-10,148
| -73% | -$779K | ﹤0.01% | 1180 |
|
|
2022
Q4 | $1.06M | Buy |
13,899
+122
| +0.9% | +$9.86K | 0.01% | 906 |
|
|
2022
Q3 | $974K | Buy |
13,777
+12,956
| +1,578% | +$1.08M | 0.01% | 1036 |
|
|
2022
Q2 | $70K | Buy |
821
+820
| +82,000% | +$68.7K | ﹤0.01% | 1559 |
|
|
2022
Q1 | $0 | Sell |
1
-460
| -100% | -$37.2K | ﹤0.01% | 2156 |
|
|
2021
Q4 | $36K | Buy |
+461
| New | +$35.5K | ﹤0.01% | 1759 |
|
|
2021
Q3 | – | Sell |
-22,948
| Closed | -$1.75M | – | 2071 |
|
|
2021
Q2 | $1.78M | Buy |
+22,948
| New | +$1.85M | ﹤0.01% | 1072 |
|
|
2020
Q4 | – | Sell |
-28,934
| Closed | -$1.99M | – | 1757 |
|
|
2020
Q3 | $1.8M | Buy |
28,934
+2,406
| +9% | +$140K | 0.01% | 848 |
|
|
2020
Q2 | $1.45M | Sell |
26,528
-1,637
| -6% | -$86.1K | 0.01% | 811 |
|
|
2020
Q1 | $1.28M | Buy |
28,165
+20,016
| +246% | +$1.38M | 0.02% | 641 |
|
|
2019
Q4 | $697K | Buy |
+8,149
| New | +$660K | ﹤0.01% | 1081 |
|
|
2019
Q3 | – | Sell |
-4,583
| Closed | -$336K | – | 1445 |
|
|
2019
Q2 | $324K | Buy |
+4,583
| New | +$326K | ﹤0.01% | 1189 |
|
|
2019
Q1 | – | Sell |
-1,456
| Closed | -$94.7K | – | 1364 |
|
|
2018
Q4 | $91K | Buy |
+1,456
| New | +$98.2K | ﹤0.01% | 1135 |
|
|
2018
Q3 | – | Sell |
-701
| Closed | -$50.5K | – | 1338 |
|
|
2018
Q2 | $48K | Buy |
+701
| New | +$44.8K | ﹤0.01% | 653 |
|
|
2017
Q1 | – | Sell |
-22,298
| Closed | -$1.23M | – | 1113 |
|
|
2016
Q4 | $1.23M | Buy |
+22,298
| New | +$1.16M | 0.04% | 361 |
|
|
2016
Q1 | – | Sell |
-6,877
| Closed | -$281K | – | 762 |
|
|
2015
Q4 | $281K | Buy |
+6,877
| New | +$282K | 0.01% | 404 |
|
|
2014
Q4 | – | Sell |
-20,000
| Closed | -$759K | – | 410 |
|
|
2014
Q3 | $759K | Buy |
+20,000
| New | +$746K | 0.01% | 350 |
|
Other funds holding SYY
VCM
VPM
Capstone Investment Advisors's SYY Position: Q1 2026 in Review
Capstone Investment Advisors sold out of Sysco (SYY) in Q1 2026, closing a stake of 10,811 shares — an estimated $894K sold.
Capstone Investment Advisors first reported a position in SYY in Q3 2014 and held it in 26 quarters. The position peaked at $2.35M in Q2 2023. 1,567 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Capstone Investment Advisors reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
- Capstone Investment Advisors sold 10,811 Sysco shares in Q1 2026, an estimated $894K.
- Capstone Investment Advisors first reported a position in Sysco in Q3 2014 and held it in 26 quarters.
- Capstone Investment Advisors's Sysco position peaked at $2.35M in Q2 2023.
- 1,567 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.