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Lee, Danner & Bass’s Sysco SYY Stock Holding History

Lee, Danner & Bass’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 		$15.8M Buy
189,625
+425
+0.2% +$32.2K 0.91% 27
2026
Q1 		$13.5M Buy
189,200
+8,220
+5% +$680K 0.85% 28
2025
Q4 		$13.3M Sell
180,980
-3,405
-2% -$259K 0.96% 23
2025
Q3 		$15.2M Sell
184,385
-1,542
-0.8% -$123K 1.1% 20
2025
Q2 		$14.1M Buy
185,927
+1,605
+0.9% +$117K 1.1% 23
2025
Q1 		$13.8M Sell
184,322
-335
-0.2% -$24.6K 1.12% 21
2024
Q4 		$14.1M Buy
184,657
+384
+0.2% +$29.4K 1.12% 21
2024
Q3 		$14.4M Buy
184,273
+5,615
+3% +$422K 1.01% 22
2024
Q2 		$12.8M Buy
+178,658
New +$13.4M 0.98% 23
2023
Q4 		$8.18M Sell
111,869
-6,336
-5% -$437K 0.7% 33
2023
Q3 		$7.81M Buy
118,205
+8,264
+8% +$594K 0.71% 33
2023
Q2 		$8.16M Sell
109,941
-1,170
-1% -$86.5K 0.7% 34
2023
Q1 		$8.58M Buy
111,111
+11,970
+12% +$919K 0.79% 31
2022
Q4 		$7.58M Buy
99,141
+3,830
+4% +$309K 0.71% 35
2022
Q3 		$6.74M Buy
95,311
+1,155
+1% +$96.2K 0.71% 36
2022
Q2 		$7.98M Sell
94,156
-8,007
-8% -$671K 0.81% 35
2022
Q1 		$8.34M Buy
102,163
+6,096
+6% +$493K 0.71% 38
2021
Q4 		$7.55M Buy
96,067
+2,435
+3% +$187K 0.65% 41
2021
Q3 		$7.35M Sell
93,632
-2,889
-3% -$220K 0.68% 41
2021
Q2 		$7.5M Sell
96,521
-1,348
-1% -$109K 0.68% 42
2021
Q1 		$7.71M Sell
97,869
-615
-0.6% -$47.7K 0.74% 38
2020
Q4 		$7.31M Sell
98,484
-984
-1% -$67.7K 0.78% 35
2020
Q3 		$6.19M Sell
99,468
-1,325
-1% -$77.1K 0.73% 37
2020
Q2 		$5.51M Sell
100,793
-34,081
-25% -$1.79M 0.7% 41
2020
Q1 		$6.15M Sell
134,874
-2,633
-2% -$182K 0.88% 31
2019
Q4 		$11.8M Sell
137,507
-5,017
-4% -$406K 1.23% 20
2019
Q3 		$11.3M Sell
142,524
-200
-0.1% -$14.7K 1.21% 23
2019
Q2 		$10.1M Sell
142,724
-2,975
-2% -$212K 1.07% 25
2019
Q1 		$9.73M Sell
145,699
-1,636
-1% -$106K 1.07% 26
2018
Q4 		$9.23M Sell
147,335
-2,964
-2% -$200K 1.09% 23
2018
Q3 		$11M Sell
150,299
-4,300
-3% -$310K 1.09% 25
2018
Q2 		$10.6M Sell
154,599
-5,248
-3% -$335K 1.12% 26
2018
Q1 		$9.58M Sell
159,847
-2,172
-1% -$132K 1% 29
2017
Q4 		$9.84M Sell
162,019
-1,842
-1% -$104K 1% 30
2017
Q3 		$8.84M Sell
163,861
-638
-0.4% -$33.2K 0.95% 29
2017
Q2 		$8.28M Sell
164,499
-50
-0% -$2.67K 0.93% 31
2017
Q1 		$8.54M Buy
164,549
+4,407
+3% +$234K 0.96% 31
2016
Q4 		$8.87M Sell
160,142
-10,866
-6% -$564K 1.04% 26
2016
Q3 		$8.38M Sell
171,008
-2,395
-1% -$123K 1.02% 26
2016
Q2 		$8.8M Hold
173,403
– – 1.07% 23
2016
Q1 		$8.03M Sell
173,403
-3,554
-2% -$153K 0.99% 27
2015
Q4 		$7.25M Sell
176,957
-494
-0.3% -$20.3K 0.95% 27
2015
Q3 		$6.92M Sell
177,451
-5,523
-3% -$211K 0.92% 28
2015
Q2 		$6.61M Buy
182,974
+3,331
+2% +$125K 0.79% 35
2015
Q1 		$6.78M Sell
179,643
-529
-0.3% -$20.8K 0.8% 36
2014
Q4 		$7.15M Sell
180,172
-3,229
-2% -$125K 0.85% 35
2014
Q3 		$6.96M Sell
183,401
-3,735
-2% -$139K 0.86% 35
2014
Q2 		$7.01M Sell
187,136
-3,284
-2% -$121K 0.85% 34
2014
Q1 		$6.88M Sell
190,420
-6,111
-3% -$219K 0.89% 31
2013
Q4 		$7.09M Sell
196,531
-6,966
-3% -$235K 0.95% 33
2013
Q3 		$6.48M Sell
203,497
-7,875
-4% -$264K 0.9% 34
2013
Q2 		$7.22M Buy
+211,372
New +$7.28M 1.05% 29

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Lee, Danner & Bass's SYY Position: Q2 2026 in Review

Lee, Danner & Bass increased its Sysco (SYY) stake by 0.22% in Q2 2026, buying an estimated $32.2K and bringing the position to 189,625 shares worth $15.8M. The position accounts for 0.91% of the portfolio, ranked #27.

Lee, Danner & Bass first reported a position in SYY in Q2 2013 and has held it in 52 quarters since. 617 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Lee, Danner & Bass held 189,625 shares of Sysco worth $15.8M as of Q2 2026.
  • Lee, Danner & Bass bought 425 Sysco shares in Q2 2026, an estimated $32.2K.
  • Sysco made up 0.91% of Lee, Danner & Bass's portfolio in Q2 2026, its #27 holding.
  • Lee, Danner & Bass first reported a position in Sysco in Q2 2013 and has held it in 52 quarters since.
  • 617 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.