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InvesTrust’s Sysco SYY Stock Holding History

InvesTrust’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 		$850K Hold
10,169
– – 0.33% 72
2026
Q1 		$725K Hold
10,169
– – 0.3% 72
2025
Q4 		$749K Sell
10,169
-158
-2% -$12K 0.29% 70
2025
Q3 		$850K Hold
10,327
– – 0.31% 68
2025
Q2 		$782K Hold
10,327
– – 0.3% 71
2025
Q1 		$775K Hold
10,327
– – 0.21% 68
2024
Q4 		$789K Buy
+10,327
New +$791K 0.22% 67

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

InvesTrust's SYY Position: Q2 2026 in Review

InvesTrust held its Sysco (SYY) position steady in Q2 2026 at 10,169 shares worth $850K. The position accounts for 0.33% of the portfolio, ranked #72.

InvesTrust first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $850K in Q3 2025. 702 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • InvesTrust held 10,169 shares of Sysco worth $850K as of Q2 2026.
  • InvesTrust left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 0.33% of InvesTrust's portfolio in Q2 2026, its #72 holding.
  • InvesTrust first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Sysco position peaked at $850K in Q3 2025.
  • 702 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.