KA
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Klingman & Associates’s Sysco SYY Stock Holding History

Klingman & Associates’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
2025
Q4 		– Sell
-2,506
Closed -$206K – 338
2025
Q3 		$206K Buy
+2,506
New +$200K 0.01% 307
2025
Q2 		– Sell
-2,844
Closed -$213K – 321
2025
Q1 		$213K Buy
2,844
+65
+2% +$4.76K 0.01% 254
2024
Q4 		$212K Sell
2,779
-3,248
-54% -$249K 0.01% 246
2024
Q3 		$470K Sell
6,027
-40
-0.7% -$3.01K 0.03% 161
2024
Q2 		$433K Buy
6,067
+66
+1% +$4.93K 0.03% 152
2024
Q1 		$487K Hold
6,001
– – 0.03% 139
2023
Q4 		$439K Buy
6,001
+39
+0.7% +$2.69K 0.03% 142
2023
Q3 		$394K Sell
5,962
-207
-3% -$14.9K 0.03% 152
2023
Q2 		$458K Buy
6,169
+210
+4% +$15.5K 0.04% 134
2023
Q1 		$460K Buy
5,959
+10
+0.2% +$767 0.04% 122
2022
Q4 		$455K Sell
5,949
-12
-0.2% -$969 0.04% 124
2022
Q3 		$422K Sell
5,961
-29
-0.5% -$2.42K 0.04% 119
2022
Q2 		$507K Sell
5,990
-3,170
-35% -$266K 0.05% 106
2022
Q1 		$748K Buy
+9,160
New +$740K 0.06% 89
2015
Q3 		– Sell
-333
Closed -$12K – 444
2015
Q2 		$12K Buy
+333
New +$12.5K ﹤0.01% 296

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Klingman & Associates's SYY Position: Q4 2025 in Review

Klingman & Associates sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,506 shares — an estimated $206K sold.

Klingman & Associates first reported a position in SYY in Q2 2015 and held it in 15 quarters. The position peaked at $748K in Q1 2022. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

  • Klingman & Associates reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
  • Klingman & Associates sold 2,506 Sysco shares in Q4 2025, an estimated $206K.
  • Klingman & Associates first reported a position in Sysco in Q2 2015 and held it in 15 quarters.
  • Klingman & Associates's Sysco position peaked at $748K in Q1 2022.
  • 1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Klingman & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.