Mitchell & Pahl Private Wealth
SYY icon

Mitchell & Pahl Private Wealth’s Sysco SYY Stock Holding History

Mitchell & Pahl Private Wealth’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
Q3 		$2.21M Buy
28,298
+1,165
+4% +$95.7K 0.8% 54
2026
Q2 		$2.27M Buy
27,133
+1,083
+4% +$82K 0.83% 54
2026
Q1 		$1.86M Buy
26,050
+1,195
+5% +$98.8K 0.75% 56
2025
Q4 		$1.83M Buy
24,855
+557
+2% +$42.4K 0.76% 53
2025
Q3 		$2M Buy
24,298
+152
+0.6% +$12.2K 0.84% 48
2025
Q2 		$1.83M Buy
24,146
+855
+4% +$62.1K 0.81% 47
2025
Q1 		$1.75M Buy
23,291
+1,803
+8% +$132K 0.81% 50
2024
Q4 		$1.64M Buy
21,488
+1,438
+7% +$110K 0.77% 50
2024
Q3 		$1.57M Buy
20,050
+820
+4% +$61.6K 0.73% 50
2024
Q2 		$1.37M Buy
19,230
+250
+1% +$18.7K 0.72% 53
2024
Q1 		$1.54M Buy
18,980
+984
+5% +$77.5K 0.81% 47
2023
Q4 		$1.32M Sell
17,996
-753
-4% -$52K 0.75% 48
2023
Q3 		$1.24M Buy
18,749
+1,821
+11% +$131K 0.74% 47
2023
Q2 		$1.26M Buy
16,928
+935
+6% +$69.1K 0.76% 44
2023
Q1 		$1.24M Buy
15,993
+841
+6% +$64.5K 0.77% 43
2022
Q4 		$1.16M Buy
15,152
+513
+4% +$41.4K 0.76% 46
2022
Q3 		$1.04M Buy
14,639
+645
+5% +$53.7K 0.77% 45
2022
Q2 		$1.18M Buy
13,994
+1,056
+8% +$88.5K 0.82% 42
2022
Q1 		$1.06M Buy
12,938
+1,322
+11% +$107K 0.67% 50
2021
Q4 		$912K Buy
11,616
+692
+6% +$53.3K 0.58% 57
2021
Q3 		$858K Buy
10,924
+156
+1% +$11.9K 0.62% 58
2021
Q2 		$837K Buy
10,768
+673
+7% +$54.3K 0.6% 61
2021
Q1 		$795K Buy
10,095
+863
+9% +$66.9K 0.62% 57
2020
Q4 		$686K Buy
+9,232
New +$635K 0.58% 59

Other funds holding SYY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
First Nebraska Trust
First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mitchell & Pahl Private Wealth's SYY Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Sysco (SYY) stake by 4.3% in Q3 2026, buying an estimated $95.7K and bringing the position to 28,298 shares worth $2.21M. The position accounts for 0.8% of the portfolio, ranked #54.

Mitchell & Pahl Private Wealth first reported a position in SYY in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.27M in Q2 2026. 1,063 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 28,298 shares of Sysco worth $2.21M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 1,165 Sysco shares in Q3 2026, an estimated $95.7K.
  • Sysco made up 0.8% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #54 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Sysco in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's Sysco position peaked at $2.27M in Q2 2026.
  • 1,063 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.