Kovitz Investment Group Partners
SYY icon

Kovitz Investment Group Partners’s Sysco SYY Stock Holding History

Kovitz Investment Group Partners’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 		$3.69M Sell
51,755
-9,439
-15% -$780K 0.09% 160
2025
Q4 		$4.51M Sell
61,194
-30,065
-33% -$2.29M 0.1% 150
2025
Q3 		$7.51M Sell
91,259
-651
-0.7% -$52.1K 0.03% 380
2025
Q2 		$6.96M Sell
91,910
-54,972
-37% -$3.99M 0.03% 379
2025
Q1 		$11M Buy
146,882
+12,215
+9% +$895K 0.06% 253
2024
Q4 		$10.3M Sell
134,667
-695
-0.5% -$53.2K 0.05% 259
2024
Q3 		$10.3M Buy
135,362
+58,430
+76% +$4.39M 0.07% 222
2024
Q2 		$5.49M Buy
+76,932
New +$5.75M 0.05% 270
2022
Q1 		– Sell
-5,675
Closed -$421K – 459
2021
Q4 		$421K Buy
+5,675
New +$437K 0.01% 347
2021
Q3 		– Sell
-2,625
Closed -$204K – 447
2021
Q2 		$204K Sell
2,625
-2,300
-47% -$186K ﹤0.01% 413
2021
Q1 		$388K Sell
4,925
-750
-13% -$58.1K 0.01% 355
2020
Q4 		$421K Sell
5,675
-950
-14% -$65.3K 0.01% 345
2020
Q3 		$412K Sell
6,625
-750
-10% -$43.6K 0.01% 336
2020
Q2 		$403K Sell
7,375
-863
-10% -$45.4K 0.01% 320
2020
Q1 		$376K Sell
8,238
-50
-0.6% -$3.46K 0.01% 308
2019
Q4 		$709K Hold
8,288
– – 0.02% 301
2019
Q3 		$658K Sell
8,288
-878
-10% -$64.5K 0.02% 302
2019
Q2 		$648K Sell
9,166
-75
-0.8% -$5.34K 0.02% 299
2019
Q1 		$617K Buy
+9,241
New +$601K 0.02% 309

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kovitz Investment Group Partners's SYY Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Sysco (SYY) stake by 15% in Q1 2026, selling an estimated $780K and leaving 51,755 shares worth $3.69M. The position accounts for 0.09% of the portfolio, ranked #160.

Kovitz Investment Group Partners first reported a position in SYY in Q1 2019 and has held it in 19 quarters since. The position peaked at $11M in Q1 2025. 1,565 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Kovitz Investment Group Partners held 51,755 shares of Sysco worth $3.69M as of Q1 2026.
  • Kovitz Investment Group Partners sold 9,439 Sysco shares in Q1 2026, an estimated $780K.
  • Sysco made up 0.09% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #160 holding.
  • Kovitz Investment Group Partners first reported a position in Sysco in Q1 2019 and has held it in 19 quarters since.
  • Kovitz Investment Group Partners's Sysco position peaked at $11M in Q1 2025.
  • 1,565 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.