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Concurrent Investment Advisors’s Sysco SYY Stock Holding History

Concurrent Investment Advisors’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 		$2.4M Sell
33,643
-339
-1% -$28K 0.03% 559
2025
Q4 		$2.5M Buy
33,982
+8,169
+32% +$621K 0.03% 508
2025
Q3 		$2.13M Sell
25,813
-7,841
-23% -$627K 0.04% 449
2025
Q2 		$2.55M Buy
33,654
+1,024
+3% +$74.4K 0.05% 368
2025
Q1 		$2.45M Buy
32,630
+4,811
+17% +$353K 0.06% 330
2024
Q4 		$2.13M Buy
27,819
+4,356
+19% +$333K 0.06% 309
2024
Q3 		$1.83M Sell
23,463
-1,191
-5% -$89.5K 0.05% 337
2024
Q2 		$1.76M Buy
24,654
+18,696
+314% +$1.4M 0.06% 305
2024
Q1 		$484K Sell
5,958
-2,214
-27% -$174K 0.02% 559
2023
Q4 		$598K Buy
+8,172
New +$564K 0.03% 459

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

Concurrent Investment Advisors's SYY Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Sysco (SYY) stake by 1% in Q1 2026, selling an estimated $28K and leaving 33,643 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #559.

Concurrent Investment Advisors first reported a position in SYY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.55M in Q2 2025. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Concurrent Investment Advisors held 33,643 shares of Sysco worth $2.4M as of Q1 2026.
  • Concurrent Investment Advisors sold 339 Sysco shares in Q1 2026, an estimated $28K.
  • Sysco made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #559 holding.
  • Concurrent Investment Advisors first reported a position in Sysco in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Sysco position peaked at $2.55M in Q2 2025.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.