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Capstone Triton Financial Group’s Sysco SYY Stock Holding History

Capstone Triton Financial Group’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
Q1 		– Sell
-16,245
Closed -$1.2M – 110
2025
Q4 		$1.2M Buy
16,245
+468
+3% +$35.6K 0.79% 49
2025
Q3 		$1.3M Buy
15,777
+214
+1% +$17.1K 0.87% 47
2025
Q2 		$1.18M Buy
+15,563
New +$1.13M 0.86% 45
2024
Q4 		$966K Buy
12,635
+216
+2% +$16.5K 0.6% 58
2024
Q3 		$969K Sell
12,419
-272
-2% -$20.4K 0.62% 58
2024
Q2 		$906K Buy
12,691
+175
+1% +$13.1K 0.64% 56
2024
Q1 		$1.02M Buy
12,516
+838
+7% +$66K 0.72% 51
2023
Q4 		$854K Sell
11,678
-2,461
-17% -$170K 0.62% 54
2023
Q3 		$934K Buy
14,139
+627
+5% +$45.1K 0.68% 55
2023
Q2 		$1M Buy
13,512
+573
+4% +$42.4K 0.69% 56
2023
Q1 		$999K Buy
12,939
+1,756
+16% +$135K 0.75% 53
2022
Q4 		$855K Buy
11,183
+263
+2% +$21.2K 0.69% 54
2022
Q3 		$772K Buy
10,920
+301
+3% +$25.1K 0.66% 51
2022
Q2 		$923K Buy
10,619
+749
+8% +$62.7K 0.7% 47
2022
Q1 		$866K Buy
9,870
+1,060
+12% +$85.7K 0.6% 51
2021
Q4 		$687K Buy
8,810
+1,091
+14% +$84K 1.39% 33
2021
Q3 		$602K Buy
7,719
+1,299
+20% +$99.1K 0.36% 70
2021
Q2 		$499K Buy
6,420
+606
+10% +$48.9K 0.31% 74
2021
Q1 		$458K Buy
5,814
+69
+1% +$5.35K 0.3% 64
2020
Q4 		$427K Buy
+5,745
New +$395K 0.26% 59

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Triton Financial Group's SYY Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Sysco (SYY) in Q1 2026, closing a stake of 16,245 shares — an estimated $1.2M sold.

Capstone Triton Financial Group first reported a position in SYY in Q4 2020 and held it in 20 quarters. The position peaked at $1.3M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Capstone Triton Financial Group reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 16,245 Sysco shares in Q1 2026, an estimated $1.2M.
  • Capstone Triton Financial Group first reported a position in Sysco in Q4 2020 and held it in 20 quarters.
  • Capstone Triton Financial Group's Sysco position peaked at $1.3M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.