CSM Advisors’s Sysco SYY Stock Holding History

CSM 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	$1.14M	Sell	15,985 -6,420	-29%	-$531K	0.03%	330
2025 Q4	$1.65M	Sell	22,405 -25,775	-53%	-$1.96M	0.04%	298
2025 Q3	$3.97M	Sell	48,180 -81,280	-63%	-$6.5M	0.11%	219
2025 Q2	$9.81M	Buy	129,460 +2,240	+2%	+$163K	0.29%	99
2025 Q1	$9.55M	Sell	127,220 -2,130	-2%	-$156K	0.52%	46
2024 Q4	$9.89M	Buy	129,350 +210	+0.2%	+$16.1K	0.46%	51
2024 Q3	$10.1M	Sell	129,140 -2,193	-2%	-$165K	0.66%	52
2024 Q2	$9.38M	Sell	131,333 -10	-0%	-$747	0.66%	47
2024 Q1	$10.7M	Buy	131,343 +128,520	+4,553%	+$10.1M	0.7%	48
2023 Q4	$206K	Buy	+2,823	New	+$195K	0.01%	140
2023 Q3	–	Sell	-3,523	Closed	-$261K	–	148
2023 Q2	$261K	Sell	3,523 -1,000	-22%	-$73.9K	0.02%	138
2023 Q1	$349K	Hold	4,523	–	–	0.03%	128
2022 Q4	$346K	Hold	4,523	–	–	0.03%	125
2022 Q3	$320K	Hold	4,523	–	–	0.04%	122
2022 Q2	$383K	Hold	4,523	–	–	0.04%	112
2022 Q1	$369K	Hold	4,523	–	–	0.03%	121
2021 Q4	$355K	Hold	4,523	–	–	0.02%	148
2021 Q3	$355K	Sell	4,523 -2,000	-31%	-$153K	0.03%	139
2021 Q2	$507K	Buy	+6,523	New	+$527K	0.03%	134

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSM Advisors's SYY Position: Q1 2026 in Review

CSM Advisors reduced its Sysco (SYY) stake by 29% in Q1 2026, selling an estimated $531K and leaving 15,985 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #330.

CSM Advisors first reported a position in SYY in Q2 2021 and has held it in 19 quarters since. The position peaked at $10.7M in Q1 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

CSM Advisors held 15,985 shares of Sysco worth $1.14M as of Q1 2026.
CSM Advisors sold 6,420 Sysco shares in Q1 2026, an estimated $531K.
Sysco made up 0.03% of CSM Advisors's portfolio in Q1 2026, its #330 holding.
CSM Advisors first reported a position in Sysco in Q2 2021 and has held it in 19 quarters since.
CSM Advisors's Sysco position peaked at $10.7M in Q1 2024.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.