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Evelyn Partners Investment Management’s Sysco SYY Stock Holding History

Evelyn Partners Investment Management’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 		$136K Hold
1,900
– – ﹤0.01% 219
2025
Q4 		$140K Hold
1,900
– – ﹤0.01% 222
2025
Q3 		$156K Hold
1,900
– – ﹤0.01% 214
2025
Q2 		$144K Hold
1,900
– – ﹤0.01% 216
2025
Q1 		$143K Hold
1,900
– – ﹤0.01% 215
2024
Q4 		$145K Buy
+1,900
New +$145K ﹤0.01% 210

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 $113B AUM 38.87% 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

Evelyn Partners Investment Management's SYY Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Sysco (SYY) position steady in Q1 2026 at 1,900 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Evelyn Partners Investment Management first reported a position in SYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $156K in Q3 2025. 1,563 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Evelyn Partners Investment Management held 1,900 shares of Sysco worth $136K as of Q1 2026.
  • Evelyn Partners Investment Management left its Sysco share count unchanged in Q1 2026.
  • Sysco made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #219 holding.
  • Evelyn Partners Investment Management first reported a position in Sysco in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Sysco position peaked at $156K in Q3 2025.
  • 1,563 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.