Edgemoor Investment Advisors’s Sysco SYY Stock Holding History

Edgemoor 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
2025 Q4	–	Sell	-2,848	Closed	-$235K	–	189
2025 Q3	$235K	Sell	2,848 -25	-0.9%	-$2K	0.02%	177
2025 Q2	$218K	Buy	2,873 +18	+0.6%	+$1.31K	0.02%	164
2025 Q1	$214K	Sell	2,855 -200	-7%	-$14.7K	0.02%	156
2024 Q4	$234K	Hold	3,055	–	–	0.02%	151
2024 Q3	$238K	Hold	3,055	–	–	0.02%	156
2024 Q2	$218K	Hold	3,055	–	–	0.02%	155
2024 Q1	$248K	Hold	3,055	–	–	0.02%	150
2023 Q4	$223K	Hold	3,055	–	–	0.02%	152
2023 Q3	$202K	Hold	3,055	–	–	0.02%	155
2023 Q2	$227K	Hold	3,055	–	–	0.03%	150
2023 Q1	$236K	Buy	+3,055	New	+$234K	0.03%	144

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgemoor Investment Advisors's SYY Position: Q4 2025 in Review

Edgemoor Investment Advisors sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,848 shares — an estimated $235K sold.

Edgemoor Investment Advisors first reported a position in SYY in Q1 2023 and held it in 11 quarters. The position peaked at $248K in Q1 2024. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Edgemoor Investment Advisors reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Edgemoor Investment Advisors sold 2,848 Sysco shares in Q4 2025, an estimated $235K.
Edgemoor Investment Advisors first reported a position in Sysco in Q1 2023 and held it in 11 quarters.
Edgemoor Investment Advisors's Sysco position peaked at $248K in Q1 2024.
1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.