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
Q2 		$4.23M Sell
50,608
-1,147
-2% -$86.8K 0.09% 146
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's SYY Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Sysco (SYY) stake by 2.2% in Q2 2026, selling an estimated $86.8K and leaving 50,608 shares worth $4.23M. The position accounts for 0.09% of the portfolio, ranked #146.

Kovitz Investment Group Partners first reported a position in SYY in Q1 2019 and has held it in 20 quarters since. The position peaked at $11M in Q1 2025. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Kovitz Investment Group Partners held 50,608 shares of Sysco worth $4.23M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,147 Sysco shares in Q2 2026, an estimated $86.8K.
  • Sysco made up 0.09% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #146 holding.
  • Kovitz Investment Group Partners first reported a position in Sysco in Q1 2019 and has held it in 20 quarters since.
  • Kovitz Investment Group Partners's Sysco position peaked at $11M in Q1 2025.
  • 1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.