L.M. Kohn & Company’s Sysco SYY Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-7,829	Closed	-$593K	–	259
2025 Q2	$593K	Sell	7,829 -100	-1%	-$7.26K	0.16%	122
2025 Q1	$595K	Buy	7,929 +188	+2%	+$13.8K	0.16%	131
2024 Q4	$592K	Buy	7,741 +2	+0%	+$153	0.15%	126
2024 Q3	$604K	Buy	7,739 +179	+2%	+$13.5K	0.15%	130
2024 Q2	$540K	Buy	7,560 +33	+0.4%	+$2.47K	0.15%	136
2024 Q1	$611K	Sell	7,527 -24	-0.3%	-$1.89K	0.17%	125
2023 Q4	$552K	Buy	7,551 +125	+2%	+$8.63K	0.18%	122
2023 Q3	$490K	Buy	7,426 +1	+0%	+$72	0.18%	120
2023 Q2	$551K	Buy	7,425 +69	+0.9%	+$5.1K	0.21%	117
2023 Q1	$568K	Buy	7,356 +1	+0%	+$77	0.24%	100
2022 Q4	$562K	Hold	7,355	–	–	0.26%	93
2022 Q3	$521K	Sell	7,355 -1	-0%	-$83	0.26%	96
2022 Q2	$624K	Buy	7,356 +76	+1%	+$6.37K	0.29%	83
2022 Q1	$595K	Buy	+7,280	New	+$588K	0.23%	109

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 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 $74.9B AUM 11.27% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return