KA
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Kerrisdale Advisers’s Sysco SYY Stock Holding History

Kerrisdale Advisers’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 		$6.98M Hold
83,476
– – 1.75% 13
2026
Q1 		$5.95M Sell
83,476
-127,753
-60% -$10.6M 2.27% 12
2025
Q4 		$15.6M Buy
211,229
+109,806
+108% +$8.35M 7.33% 3
2025
Q3 		$8.35M Buy
101,423
+44,985
+80% +$3.6M 4.33% 6
2025
Q2 		$4.27M Sell
56,438
-55,845
-50% -$4.06M 2.23% 13
2025
Q1 		$8.43M Sell
112,283
-122,738
-52% -$9M 3.53% 8
2024
Q4 		$18M Sell
235,021
-16,905
-7% -$1.29M 6.07% 2
2024
Q3 		$19.7M Sell
251,926
-173,456
-41% -$13M 6.69% 1
2024
Q2 		$30.4M Buy
425,382
+195,950
+85% +$14.6M 9.5% 1
2024
Q1 		$18.6M Sell
229,432
-44,360
-16% -$3.5M 5.85% 3
2023
Q4 		$20M Buy
273,792
+2,950
+1% +$204K 5.97% 2
2023
Q3 		$17.9M Buy
270,842
+1,822
+0.7% +$131K 5.67% 4
2023
Q2 		$20M Buy
269,020
+78,282
+41% +$5.79M 5.38% 3
2023
Q1 		$14.7M Buy
190,738
+156,835
+463% +$12M 4.36% 5
2022
Q4 		$2.59M Buy
33,903
+18,863
+125% +$1.52M 0.77% 40
2022
Q3 		$1.06M Buy
+15,040
New +$1.25M 0.26% 61

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kerrisdale Advisers's SYY Position: Q2 2026 in Review

Kerrisdale Advisers held its Sysco (SYY) position steady in Q2 2026 at 83,476 shares worth $6.98M. The position accounts for 1.75% of the portfolio, ranked #13.

Kerrisdale Advisers first reported a position in SYY in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.4M in Q2 2024. 1,628 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Kerrisdale Advisers held 83,476 shares of Sysco worth $6.98M as of Q2 2026.
  • Kerrisdale Advisers left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 1.75% of Kerrisdale Advisers's portfolio in Q2 2026, its #13 holding.
  • Kerrisdale Advisers first reported a position in Sysco in Q3 2022 and has held it in 16 quarters since.
  • Kerrisdale Advisers's Sysco position peaked at $30.4M in Q2 2024.
  • 1,628 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.