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 | $250K | Sell |
3,500
-700
| -17% | -$57.9K | ﹤0.01% | 1437 |
|
|
2025
Q4 | $309K | Sell |
4,200
-7,600
| -64% | -$578K | ﹤0.01% | 1331 |
|
|
2025
Q3 | $972K | Buy |
11,800
+2,800
| +31% | +$224K | ﹤0.01% | 1041 |
|
|
2025
Q2 | $682K | Sell |
9,000
-4,300
| -32% | -$312K | ﹤0.01% | 997 |
|
|
2025
Q1 | $998K | Sell |
13,300
-14,400
| -52% | -$1.06M | ﹤0.01% | 888 |
|
|
2024
Q4 | $2.12M | Buy |
27,700
+5,300
| +24% | +$406K | 0.01% | 832 |
|
|
2024
Q3 | $1.75M | Buy |
22,400
+800
| +4% | +$60.1K | 0.01% | 778 |
|
|
2024
Q2 | $1.54M | Buy |
21,600
+1,600
| +8% | +$120K | ﹤0.01% | 817 |
|
|
2024
Q1 | $1.62M | Sell |
20,000
-9,300
| -32% | -$733K | 0.01% | 884 |
|
|
2023
Q4 | $2.14M | Buy |
29,300
+20,300
| +226% | +$1.4M | 0.01% | 776 |
|
|
2023
Q3 | $594K | Buy |
9,000
+500
| +6% | +$35.9K | ﹤0.01% | 1225 |
|
|
2023
Q2 | $631K | Buy |
8,500
+1,100
| +15% | +$81.3K | ﹤0.01% | 1051 |
|
|
2023
Q1 | $572K | Sell |
7,400
-1,800
| -20% | -$138K | ﹤0.01% | 967 |
|
|
2022
Q4 | $703K | Hold |
9,200
| – | – | 0.01% | 1033 |
|
|
2022
Q3 | $651K | Buy |
9,200
+500
| +6% | +$41.6K | ﹤0.01% | 1178 |
|
|
2022
Q2 | $737K | Sell |
8,700
-26,800
| -75% | -$2.24M | ﹤0.01% | 1119 |
|
|
2022
Q1 | $2.9M | Sell |
35,500
-42,200
| -54% | -$3.41M | 0.01% | 906 |
|
|
2021
Q4 | $6.1M | Sell |
77,700
-1,900
| -2% | -$146K | 0.01% | 761 |
|
|
2021
Q3 | $6.25M | Buy |
79,600
+5,900
| +8% | +$450K | 0.01% | 779 |
|
|
2021
Q2 | $5.73M | Buy |
73,700
+5,100
| +7% | +$412K | 0.01% | 696 |
|
|
2021
Q1 | $5.4M | Buy |
68,600
+3,100
| +5% | +$240K | 0.02% | 634 |
|
|
2020
Q4 | $4.86M | Buy |
65,500
+22,600
| +53% | +$1.55M | 0.02% | 597 |
|
|
2020
Q3 | $2.67M | Buy |
42,900
+5,700
| +15% | +$332K | 0.01% | 720 |
|
|
2020
Q2 | $2.03M | Buy |
37,200
+11,100
| +43% | +$584K | 0.01% | 708 |
|
|
2020
Q1 | $1.19M | Buy |
26,100
+12,600
| +93% | +$872K | 0.02% | 658 |
|
|
2019
Q4 | $1.16M | Sell |
13,500
-1,000
| -7% | -$81K | 0.01% | 963 |
|
|
2019
Q3 | $1.15M | Buy |
14,500
+5,200
| +56% | +$382K | 0.01% | 891 |
|
|
2019
Q2 | $658K | Buy |
9,300
+3,400
| +58% | +$242K | ﹤0.01% | 1061 |
|
|
2019
Q1 | $394K | Sell |
5,900
-400
| -6% | -$26K | ﹤0.01% | 1036 |
|
|
2018
Q4 | $395K | Buy |
6,300
+5,300
| +530% | +$357K | ﹤0.01% | 872 |
|
|
2018
Q3 | $73K | Buy |
+1,000
| New | +$72K | ﹤0.01% | 1176 |
|
|
2014
Q4 | – | Sell |
-150,800
| Closed | -$5.72M | – | 409 |
|
|
2014
Q3 | $5.72M | Buy |
+150,800
| New | +$5.63M | 0.06% | 206 |
|
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. 1,563 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.
- 1,563 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.