Costello Asset Management’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
$36.4K Buy
510
+101
+25% +$8.35K 0.01% 281
2025
Q4
$30.2K Hold
409
0.01% 313
2025
Q3
$33.6K Buy
409
+1
+0.2% +$80 0.01% 292
2025
Q2
$30.9K Sell
408
-3,486
-90% -$253K 0.01% 305
2025
Q1
$292K Sell
3,894
-1,608
-29% -$118K 0.12% 84
2024
Q4
$421K Sell
5,502
-26,013
-83% -$1.99M 0.28% 50
2024
Q3
$2.46M Sell
31,515
-12,612
-29% -$948K 1.65% 22
2024
Q2
$3.15M Sell
44,127
-3,900
-8% -$291K 2.35% 17
2024
Q1
$3.9M Sell
48,027
-1,722
-3% -$136K 2.79% 15
2023
Q4
$3.64M Sell
49,749
-2,220
-4% -$153K 3.02% 14
2023
Q3
$3.43M Buy
51,969
+2,266
+5% +$163K 3.16% 10
2023
Q2
$3.69M Buy
49,703
+43,442
+694% +$3.21M 3.16% 10
2023
Q1
$484K Buy
6,261
+700
+13% +$53.7K 0.5% 41
2022
Q4
$425K Buy
5,561
+4,561
+456% +$368K 0.38% 44
2022
Q3
$71K Hold
1,000
0.07% 78
2022
Q2
$85K Sell
1,000
-1,046
-51% -$87.6K 0.07% 77
2022
Q1
$167K Buy
2,046
+6
+0.3% +$485 0.11% 66
2021
Q4
$160K Buy
2,040
+881
+76% +$67.8K 0.1% 72
2021
Q3
$91K Buy
1,159
+7
+0.6% +$534 0.06% 83
2021
Q2
$90K Buy
1,152
+5
+0.4% +$404 0.06% 85
2021
Q1
$90K Buy
1,147
+7
+0.6% +$543 0.06% 86
2020
Q4
$85K Buy
1,140
+7
+0.6% +$481 0.06% 85
2020
Q3
$71K Buy
1,133
+8
+0.7% +$465 0.06% 78
2020
Q2
$61K Buy
+1,125
New +$59.1K 0.06% 81

Other funds holding SYY

Costello Asset Management's SYY Position: Q1 2026 in Review

Costello Asset Management increased its Sysco (SYY) stake by 25% in Q1 2026, buying an estimated $8.35K and bringing the position to 510 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #281.

Costello Asset Management first reported a position in SYY in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.9M in Q1 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Costello Asset Management held 510 shares of Sysco worth $36.4K as of Q1 2026.
  • Costello Asset Management bought 101 Sysco shares in Q1 2026, an estimated $8.35K.
  • Sysco made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #281 holding.
  • Costello Asset Management first reported a position in Sysco in Q2 2020 and has held it in 24 quarters since.
  • Costello Asset Management's Sysco position peaked at $3.9M in Q1 2024.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.