Marshall Investment Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$100K Buy
1,196
+26
+2% +$1.97K 0.04% 99
2026
Q1
$83.4K Buy
+1,170
New +$96.7K 0.04% 101
2025
Q2
Sell
-1,138
Closed -$85.4K 199
2025
Q1
$85.4K Buy
1,138
+19
+2% +$1.39K 0.05% 92
2024
Q4
$87.4K Buy
+1,119
New +$85.7K 0.05% 89

Other funds holding SYY

Marshall Investment Management's SYY Position: Q2 2026 in Review

Marshall Investment Management increased its Sysco (SYY) stake by 2.2% in Q2 2026, buying an estimated $1.97K and bringing the position to 1,196 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #99.

Marshall Investment Management first reported a position in SYY in Q4 2024 and has held it in 4 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Marshall Investment Management held 1,196 shares of Sysco worth $100K as of Q2 2026.
  • Marshall Investment Management bought 26 Sysco shares in Q2 2026, an estimated $1.97K.
  • Sysco made up 0.04% of Marshall Investment Management's portfolio in Q2 2026, its #99 holding.
  • Marshall Investment Management first reported a position in Sysco in Q4 2024 and has held it in 4 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.