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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Goepper Burkhardt's SYY Position: Q1 2026 in Review

Goepper Burkhardt reduced its Sysco (SYY) stake by 3.2% in Q1 2026, selling an estimated $8.27K and leaving 3,025 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #94.

Goepper Burkhardt first reported a position in SYY in Q4 2020 and has held it in 22 quarters since. The position peaked at $374K in Q1 2021. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Goepper Burkhardt held 3,025 shares of Sysco worth $216K as of Q1 2026.
Goepper Burkhardt sold 100 Sysco shares in Q1 2026, an estimated $8.27K.
Sysco made up 0.07% of Goepper Burkhardt's portfolio in Q1 2026, its #94 holding.
Goepper Burkhardt first reported a position in Sysco in Q4 2020 and has held it in 22 quarters since.
Goepper Burkhardt's Sysco position peaked at $374K in Q1 2021.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.