Islay Capital Management’s Sysco SYY Stock Holding History

Islay Capital 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 Q1	$502K	Buy	+7,038	New	+$582K	0.25%	79
2025 Q4	–	Sell	-6,872	Closed	-$566K	–	248
2025 Q3	$566K	Buy	+6,872	New	+$550K	0.32%	70
2025 Q2	–	Sell	-17,201	Closed	-$1.29M	–	211
2025 Q1	$1.29M	Buy	+17,201	New	+$1.26M	0.87%	38
2024 Q4	–	Sell	-17,064	Closed	-$1.33M	–	223
2024 Q3	$1.33M	Buy	+17,064	New	+$1.28M	0.89%	35
2024 Q2	–	Sell	-12,364	Closed	-$1M	–	211
2024 Q1	$1M	Buy	+12,364	New	+$974K	0.75%	49
2022 Q2	–	Sell	-2,470	Closed	-$202K	–	321
2022 Q1	$202K	Sell	2,470 -1,710	-41%	-$138K	0.17%	76
2021 Q4	$328K	Hold	4,180	–	–	0.25%	63
2021 Q3	$328K	Sell	4,180 -890	-18%	-$67.9K	0.25%	63
2021 Q2	$394K	Hold	5,070	–	–	0.32%	57
2021 Q1	$399K	Sell	5,070 -6,200	-55%	-$481K	0.33%	53
2020 Q4	$837K	Hold	11,270	–	–	0.76%	30
2020 Q3	$701K	Hold	11,270	–	–	0.72%	31
2020 Q2	$616K	Buy	+11,270	New	+$593K	0.72%	36

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

Islay Capital Management's SYY Position: Q1 2026 in Review

Islay Capital Management opened a new position in Sysco (SYY) in Q1 2026: 7,038 shares worth $502K. The stake represents 0.25% of the portfolio and ranks #79 among its holdings. This is a return to the name: Islay Capital Management previously reported a position in SYY as recently as Q3 2025.

Islay Capital Management first reported a position in SYY in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.33M in Q3 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Islay Capital Management held 7,038 shares of Sysco worth $502K as of Q1 2026.
Sysco was a new Islay Capital Management position in Q1 2026.
Sysco made up 0.25% of Islay Capital Management's portfolio in Q1 2026, its #79 holding.
Islay Capital Management first reported a position in Sysco in Q2 2020 and has held it in 13 quarters since.
Islay Capital Management's Sysco position peaked at $1.33M in Q3 2024.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.