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 | $2M | Buy |
28,100
+12,000
| +75% | +$992K | ﹤0.01% | 644 |
|
|
2025
Q4 | $1.19M | Sell |
16,100
-7,800
| -33% | -$593K | ﹤0.01% | 804 |
|
|
2025
Q3 | $1.97M | Buy |
23,900
+11,800
| +98% | +$944K | ﹤0.01% | 767 |
|
|
2025
Q2 | $916K | Sell |
12,100
-1,200
| -9% | -$87.1K | ﹤0.01% | 888 |
|
|
2025
Q1 | $998K | Sell |
13,300
-10,600
| -44% | -$777K | ﹤0.01% | 889 |
|
|
2024
Q4 | $1.83M | Buy |
23,900
+4,100
| +21% | +$314K | ﹤0.01% | 872 |
|
|
2024
Q3 | $1.55M | Sell |
19,800
-1,400
| -7% | -$105K | ﹤0.01% | 828 |
|
|
2024
Q2 | $1.51M | Buy |
21,200
+6,200
| +41% | +$463K | ﹤0.01% | 827 |
|
|
2024
Q1 | $1.22M | Sell |
15,000
-27,300
| -65% | -$2.15M | ﹤0.01% | 1028 |
|
|
2023
Q4 | $3.09M | Buy |
42,300
+13,400
| +46% | +$925K | 0.01% | 675 |
|
|
2023
Q3 | $1.91M | Sell |
28,900
-2,800
| -9% | -$201K | 0.01% | 742 |
|
|
2023
Q2 | $2.35M | Buy |
31,700
+1,400
| +5% | +$104K | 0.01% | 593 |
|
|
2023
Q1 | $2.34M | Sell |
30,300
-29,800
| -50% | -$2.29M | 0.01% | 549 |
|
|
2022
Q4 | $4.59M | Buy |
60,100
+1,300
| +2% | +$105K | 0.03% | 413 |
|
|
2022
Q3 | $4.16M | Sell |
58,800
-12,700
| -18% | -$1.06M | 0.03% | 460 |
|
|
2022
Q2 | $6.06M | Sell |
71,500
-86,400
| -55% | -$7.24M | 0.03% | 367 |
|
|
2022
Q1 | $12.9M | Sell |
157,900
-141,400
| -47% | -$11.4M | 0.04% | 372 |
|
|
2021
Q4 | $23.5M | Sell |
299,300
-35,200
| -11% | -$2.71M | 0.04% | 389 |
|
|
2021
Q3 | $26.3M | Buy |
334,500
+86,500
| +35% | +$6.6M | 0.05% | 346 |
|
|
2021
Q2 | $19.3M | Buy |
248,000
+24,900
| +11% | +$2.01M | 0.04% | 359 |
|
|
2021
Q1 | $17.6M | Buy |
223,100
+66,600
| +43% | +$5.16M | 0.05% | 322 |
|
|
2020
Q4 | $11.6M | Buy |
156,500
+300
| +0.2% | +$20.6K | 0.04% | 360 |
|
|
2020
Q3 | $9.72M | Buy |
156,200
+23,300
| +18% | +$1.36M | 0.05% | 335 |
|
|
2020
Q2 | $7.26M | Buy |
132,900
+26,200
| +25% | +$1.38M | 0.05% | 333 |
|
|
2020
Q1 | $4.87M | Sell |
106,700
-12,700
| -11% | -$879K | 0.08% | 279 |
|
|
2019
Q4 | $10.2M | Buy |
119,400
+59,200
| +98% | +$4.8M | 0.06% | 356 |
|
|
2019
Q3 | $4.78M | Buy |
60,200
+7,100
| +13% | +$521K | 0.03% | 454 |
|
|
2019
Q2 | $3.75M | Buy |
53,100
+25,000
| +89% | +$1.78M | 0.03% | 543 |
|
|
2019
Q1 | $1.88M | Buy |
28,100
+14,800
| +111% | +$963K | 0.02% | 630 |
|
|
2018
Q4 | $833K | Buy |
13,300
+9,200
| +224% | +$620K | 0.01% | 674 |
|
|
2018
Q3 | $300K | Buy |
4,100
+1,200
| +41% | +$86.5K | ﹤0.01% | 918 |
|
|
2018
Q2 | $198K | Buy |
+2,900
| New | +$185K | ﹤0.01% | 578 |
|
|
2014
Q4 | – | Sell |
-50,000
| Closed | -$1.9M | – | 411 |
|
|
2014
Q3 | $1.9M | Buy |
+50,000
| New | +$1.87M | 0.02% | 297 |
|
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. 1,564 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.
- 1,564 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.