GEM Asset Management’s Sysco SYY Stock Holding History

GEM Asset 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 Q2	$34.3M	Sell	410,466 -2,567	-0.6%	-$194K	13.51%	1
2026 Q1	$29.5M	Sell	413,033 -6,408	-2%	-$530K	13%	1
2025 Q4	$30.3M	Hold	419,441	–	–	13.48%	1
2025 Q3	$33.5M	Sell	419,441 -10,300	-2%	-$824K	15.9%	1
2025 Q2	$33M	Sell	429,741 -5,877	-1%	-$427K	16.88%	1
2025 Q1	$32.9M	Sell	435,618 -1,628	-0.4%	-$119K	18.4%	1
2024 Q4	$33.4M	Sell	437,246 -3,270	-0.7%	-$250K	18.64%	1
2024 Q3	$32.9M	Sell	440,516 -2,848	-0.6%	-$214K	18.82%	1
2024 Q2	$31.7M	Sell	443,364 -2,860	-0.6%	-$214K	19.71%	1
2024 Q1	$33.7M	Sell	446,224 -15,927	-3%	-$1.26M	22.64%	1
2023 Q4	$33.8M	Sell	462,151 -1,419	-0.3%	-$97.9K	23.46%	1
2023 Q3	$30.6M	Sell	463,570 -4,290	-0.9%	-$308K	24.24%	1
2023 Q2	$34.7M	Sell	467,860 -13,761	-3%	-$1.02M	26.8%	1
2023 Q1	$37.2M	Sell	481,621 -1,913	-0.4%	-$147K	30.06%	1
2022 Q4	$37M	Buy	+483,534	New	+$39.1M	31.67%	1

Other funds holding SYY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

GEM Asset Management's SYY Position: Q2 2026 in Review

GEM Asset Management reduced its Sysco (SYY) stake by 0.62% in Q2 2026, selling an estimated $194K and leaving 410,466 shares worth $34.3M. The position accounts for 13.51% of the portfolio, ranked #1.

GEM Asset Management first reported a position in SYY in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.2M in Q1 2023. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

GEM Asset Management held 410,466 shares of Sysco worth $34.3M as of Q2 2026.
GEM Asset Management sold 2,567 Sysco shares in Q2 2026, an estimated $194K.
Sysco made up 13.51% of GEM Asset Management's portfolio in Q2 2026, its #1 holding.
GEM Asset Management first reported a position in Sysco in Q4 2022 and has held it in 15 quarters since.
GEM Asset Management's Sysco position peaked at $37.2M in Q1 2023.
1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.