Clifford Swan Investment Counsel’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.4M | Sell |
267,709
-5,531
| -2% | -$419K | 0.72% | 40 |
|
|
2026
Q1 | $19.5M | Sell |
273,240
-474
| -0.2% | -$39.2K | 0.66% | 48 |
|
|
2025
Q4 | $20.2M | Sell |
273,714
-2,482
| -0.9% | -$189K | 0.67% | 45 |
|
|
2025
Q3 | $22.7M | Buy |
276,196
+8,374
| +3% | +$670K | 0.76% | 40 |
|
|
2025
Q2 | $20.3M | Buy |
267,822
+17,383
| +7% | +$1.26M | 0.72% | 41 |
|
|
2025
Q1 | $18.8M | Buy |
250,439
+35,012
| +16% | +$2.57M | 0.69% | 45 |
|
|
2024
Q4 | $16.5M | Buy |
215,427
+23,047
| +12% | +$1.76M | 0.59% | 53 |
|
|
2024
Q3 | $15M | Buy |
192,380
+22,453
| +13% | +$1.69M | 0.53% | 63 |
|
|
2024
Q2 | $12.1M | Sell |
169,927
-428
| -0.3% | -$32K | 0.45% | 63 |
|
|
2024
Q1 | $13.8M | Sell |
170,355
-7,361
| -4% | -$580K | 0.51% | 64 |
|
|
2023
Q4 | $13M | Sell |
177,716
-522
| -0.3% | -$36K | 0.51% | 63 |
|
|
2023
Q3 | $11.8M | Sell |
178,238
-2,296
| -1% | -$165K | 0.49% | 63 |
|
|
2023
Q2 | $13.4M | Sell |
180,534
-952
| -0.5% | -$70.4K | 0.54% | 59 |
|
|
2023
Q1 | $14M | Sell |
181,486
-152
| -0.1% | -$11.7K | 0.59% | 56 |
|
|
2022
Q4 | $13.9M | Sell |
181,638
-332
| -0.2% | -$26.8K | 0.6% | 56 |
|
|
2022
Q3 | $12.9M | Sell |
181,970
-2,212
| -1% | -$184K | 0.6% | 54 |
|
|
2022
Q2 | $15.6M | Buy |
184,182
+42
| +0% | +$3.52K | 0.68% | 48 |
|
|
2022
Q1 | $15M | Sell |
184,140
-89
| -0% | -$7.19K | 0.56% | 53 |
|
|
2021
Q4 | $14.5M | Sell |
184,229
-400
| -0.2% | -$30.8K | 0.51% | 59 |
|
|
2021
Q3 | $14.5M | Buy |
184,629
+2,821
| +2% | +$215K | 0.53% | 56 |
|
|
2021
Q2 | $13M | Sell |
181,808
-8,882
| -5% | -$717K | 0.5% | 63 |
|
|
2021
Q1 | $15M | Sell |
190,690
-41
| -0% | -$3.18K | 0.62% | 50 |
|
|
2020
Q4 | $14.2M | Sell |
190,731
-10,302
| -5% | -$708K | 0.62% | 47 |
|
|
2020
Q3 | $12.5M | Sell |
201,033
-3,448
| -2% | -$201K | 0.6% | 51 |
|
|
2020
Q2 | $11.2M | Sell |
204,481
-10,629
| -5% | -$559K | 0.57% | 55 |
|
|
2020
Q1 | $9.81M | Buy |
215,110
+30,358
| +16% | +$2.1M | 0.6% | 58 |
|
|
2019
Q4 | $15.8M | Sell |
184,752
-3,928
| -2% | -$318K | 0.76% | 43 |
|
|
2019
Q3 | $15M | Sell |
188,680
-2,503
| -1% | -$184K | 0.78% | 43 |
|
|
2019
Q2 | $13.5M | Sell |
191,183
-645
| -0.3% | -$45.9K | 0.71% | 48 |
|
|
2019
Q1 | $12.8M | Sell |
191,828
-2,310
| -1% | -$150K | 0.69% | 49 |
|
|
2018
Q4 | $12.2M | Sell |
194,138
-5,760
| -3% | -$388K | 0.74% | 47 |
|
|
2018
Q3 | $14.6M | Sell |
199,898
-3,620
| -2% | -$261K | 0.76% | 47 |
|
|
2018
Q2 | $13.9M | Sell |
203,518
-2,360
| -1% | -$151K | 0.78% | 44 |
|
|
2018
Q1 | $12.3M | Sell |
205,878
-630
| -0.3% | -$38.1K | 0.7% | 51 |
|
|
2017
Q4 | $12.5M | Buy |
206,508
+13,070
| +7% | +$741K | 0.68% | 53 |
|
|
2017
Q3 | $10.4M | Sell |
193,438
-908
| -0.5% | -$47.2K | 0.63% | 57 |
|
|
2017
Q2 | $9.78M | Sell |
194,346
-5,480
| -3% | -$293K | 0.61% | 58 |
|
|
2017
Q1 | $10.4M | Sell |
199,826
-8,225
| -4% | -$436K | 0.66% | 52 |
|
|
2016
Q4 | $11.5M | Sell |
208,051
-3,675
| -2% | -$191K | 0.77% | 47 |
|
|
2016
Q3 | $10.4M | Sell |
211,726
-27,421
| -11% | -$1.41M | 0.7% | 52 |
|
|
2016
Q2 | $12.1M | Sell |
239,147
-13,506
| -5% | -$653K | 0.84% | 42 |
|
|
2016
Q1 | $11.8M | Sell |
252,653
-39,853
| -14% | -$1.72M | 0.8% | 44 |
|
|
2015
Q4 | $12M | Sell |
292,506
-26,137
| -8% | -$1.07M | 0.82% | 42 |
|
|
2015
Q3 | $12.4M | Sell |
318,643
-11,280
| -3% | -$430K | 0.89% | 40 |
|
|
2015
Q2 | $11.9M | Sell |
329,923
-1,100
| -0.3% | -$41.2K | 0.8% | 46 |
|
|
2015
Q1 | $12.5M | Sell |
331,023
-2,490
| -0.7% | -$98.1K | 0.82% | 44 |
|
|
2014
Q4 | $13.2M | Sell |
333,513
-2,250
| -0.7% | -$87.2K | 0.87% | 39 |
|
|
2014
Q3 | $12.7M | Sell |
335,763
-1,485
| -0.4% | -$55.4K | 0.87% | 39 |
|
|
2014
Q2 | $12.6M | Sell |
337,248
-950
| -0.3% | -$34.9K | 0.85% | 41 |
|
|
2014
Q1 | $12.2M | Buy |
338,198
+22,278
| +7% | +$800K | 0.86% | 42 |
|
|
2013
Q4 | $11.4M | Sell |
315,920
-13,350
| -4% | -$451K | 0.82% | 44 |
|
|
2013
Q3 | $10.5M | Sell |
329,270
-8,330
| -2% | -$279K | 0.84% | 43 |
|
|
2013
Q2 | $11.5M | Buy |
+337,600
| New | +$11.6M | 0.96% | 37 |
|
Other funds holding SYY
Clifford Swan Investment Counsel's SYY Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its Sysco (SYY) stake by 2% in Q2 2026, selling an estimated $419K and leaving 267,709 shares worth $22.4M. The position accounts for 0.72% of the portfolio, ranked #40.
Clifford Swan Investment Counsel first reported a position in SYY in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.7M in Q3 2025. 1,628 funds tracked by Wall St. Rank hold SYY as of Q2 2026.
- Clifford Swan Investment Counsel held 267,709 shares of Sysco worth $22.4M as of Q2 2026.
- Clifford Swan Investment Counsel sold 5,531 Sysco shares in Q2 2026, an estimated $419K.
- Sysco made up 0.72% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #40 holding.
- Clifford Swan Investment Counsel first reported a position in Sysco in Q2 2013 and has held it in 53 quarters since.
- Clifford Swan Investment Counsel's Sysco position peaked at $22.7M in Q3 2025.
- 1,628 funds tracked by Wall St. Rank held Sysco as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.