Goepper Burkhardt’s Sysco SYY Stock Holding History

Goepper Burkhardt’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	–	Sell	-3,025	Closed	-$216K	–	104
2026 Q1	$216K	Sell	3,025 -100	-3%	-$8.27K	0.07%	94
2025 Q4	$230K	Sell	3,125 -60	-2%	-$4.57K	0.08%	94
2025 Q3	$262K	Hold	3,185	–	–	0.09%	88
2025 Q2	$241K	Hold	3,185	–	–	0.09%	90
2025 Q1	$239K	Sell	3,185 -135	-4%	-$9.9K	0.1%	86
2024 Q4	$254K	Hold	3,320	–	–	0.1%	73
2024 Q3	$259K	Hold	3,320	–	–	0.11%	69
2024 Q2	$237K	Hold	3,320	–	–	0.11%	72
2024 Q1	$253K	Hold	3,320	–	–	0.12%	71
2023 Q4	$264K	Sell	3,320 -600	-15%	-$41.4K	0.13%	64
2023 Q3	$259K	Hold	3,920	–	–	0.16%	53
2023 Q2	$291K	Hold	3,920	–	–	0.18%	55
2023 Q1	$303K	Hold	3,920	–	–	0.2%	50
2022 Q4	$300K	Hold	3,920	–	–	0.21%	43
2022 Q3	$277K	Hold	3,920	–	–	0.21%	45
2022 Q2	$332K	Sell	3,920 -35	-0.9%	-$2.93K	0.23%	43
2022 Q1	$323K	Hold	3,955	–	–	0.2%	49
2021 Q4	$311K	Hold	3,955	–	–	0.18%	52
2021 Q3	$310K	Sell	3,955 -800	-17%	-$61K	0.2%	48
2021 Q2	$370K	Hold	4,755	–	–	0.23%	44
2021 Q1	$374K	Hold	4,755	–	–	0.25%	41
2020 Q4	$353K	Buy	+4,755	New	+$327K	0.26%	41

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

Goepper Burkhardt's SYY Position: Q2 2026 in Review

Goepper Burkhardt sold out of Sysco (SYY) in Q2 2026, closing a stake of 3,025 shares — an estimated $216K sold.

Goepper Burkhardt first reported a position in SYY in Q4 2020 and held it in 22 quarters. The position peaked at $374K in Q1 2021. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Goepper Burkhardt reported no remaining Sysco position as of Q2 2026 after selling out during the quarter.
Goepper Burkhardt sold 3,025 Sysco shares in Q2 2026, an estimated $216K.
Goepper Burkhardt first reported a position in Sysco in Q4 2020 and held it in 22 quarters.
Goepper Burkhardt's Sysco position peaked at $374K in Q1 2021.
1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.