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Diversified Trust’s Sysco SYY Stock Holding History

Diversified Trust’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
Q2 		$2.06M Sell
24,677
-10,363
-30% -$784K 0.03% 263
2026
Q1 		$2.5M Buy
+35,040
New +$2.9M 0.05% 213
2025
Q3 		– Sell
-2,969
Closed -$225K – 1059
2025
Q2 		$225K Buy
+2,969
New +$216K 0.01% 839
2024
Q4 		– Sell
-2,680
Closed -$209K – 989
2024
Q3 		$209K Buy
+2,680
New +$201K 0.01% 824
2024
Q1 		– Sell
-10,706
Closed -$783K – 924
2023
Q4 		$783K Sell
10,706
-2,435
-19% -$168K 0.03% 361
2023
Q3 		$868K Sell
13,141
-33,131
-72% -$2.38M 0.03% 297
2023
Q2 		$3.43M Sell
46,272
-933
-2% -$69K 0.13% 96
2023
Q1 		$3.65M Sell
47,205
-388
-0.8% -$29.8K 0.14% 87
2022
Q4 		$3.64M Sell
47,593
-22,086
-32% -$1.78M 0.15% 81
2022
Q3 		$4.93M Sell
69,679
-4,285
-6% -$357K 0.22% 60
2022
Q2 		$6.26M Sell
73,964
-31,932
-30% -$2.67M 0.26% 48
2022
Q1 		$8.65M Buy
105,896
+160
+0.2% +$12.9K 0.3% 43
2021
Q4 		$8.31M Buy
105,736
+22,948
+28% +$1.77M 0.27% 47
2021
Q3 		$6.5M Buy
82,788
+38,663
+88% +$2.95M 0.23% 59
2021
Q2 		$3.43M Buy
44,125
+12,715
+40% +$1.03M 0.12% 92
2021
Q1 		$2.47M Buy
31,410
+11,275
+56% +$874K 0.1% 111
2020
Q4 		$1.5M Buy
20,135
+15,277
+314% +$1.05M 0.06% 147
2020
Q3 		$302K Buy
+4,858
New +$283K 0.01% 446
2015
Q3 		– Sell
-34,144
Closed -$1.23M – 447
2015
Q2 		$1.23M Hold
34,144
– – 0.12% 192
2015
Q1 		$1.29M Hold
34,144
– – 0.11% 191
2014
Q4 		$1.35M Buy
+34,144
New +$1.32M 0.12% 181
2014
Q2 		$1.28M Buy
+34,106
New +$1.25M 0.11% 219
2013
Q4 		$1.63M Hold
45,106
– – 0.17% 115
2013
Q3 		$1.44M Buy
45,106
+11,000
+32% +$369K 0.15% 141
2013
Q2 		$1.17M Buy
+34,106
New +$1.17M 0.14% 148

Other funds holding SYY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Diversified Trust's SYY Position: Q2 2026 in Review

Diversified Trust reduced its Sysco (SYY) stake by 30% in Q2 2026, selling an estimated $784K and leaving 24,677 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #263.

Diversified Trust first reported a position in SYY in Q2 2013 and has held it in 25 quarters since. The position peaked at $8.65M in Q1 2022. 372 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Diversified Trust held 24,677 shares of Sysco worth $2.06M as of Q2 2026.
  • Diversified Trust sold 10,363 Sysco shares in Q2 2026, an estimated $784K.
  • Sysco made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #263 holding.
  • Diversified Trust first reported a position in Sysco in Q2 2013 and has held it in 25 quarters since.
  • Diversified Trust's Sysco position peaked at $8.65M in Q1 2022.
  • 372 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.