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 Q3	$793K	Hold	10,169	–	–	0.32%	70
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

First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

InvesTrust's SYY Position: Q3 2026 in Review

InvesTrust held its Sysco (SYY) position steady in Q3 2026 at 10,169 shares worth $793K. The position accounts for 0.32% of the portfolio, ranked #70.

InvesTrust first reported a position in SYY in Q4 2024 and has held it in 8 quarters since. The position peaked at $850K in Q3 2025. 677 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

InvesTrust held 10,169 shares of Sysco worth $793K as of Q3 2026.
InvesTrust left its Sysco share count unchanged in Q3 2026.
Sysco made up 0.32% of InvesTrust's portfolio in Q3 2026, its #70 holding.
InvesTrust first reported a position in Sysco in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Sysco position peaked at $850K in Q3 2025.
677 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.