Mondrian Investment Partners’s Sysco SYY Stock Holding History

Mondrian Investment 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 Q1	$130M	Sell	1,825,514 -25,315	-1%	-$2.09M	1.95%	19
2025 Q4	$136M	Buy	1,850,829 +123,392	+7%	+$9.39M	2.25%	18
2025 Q3	$142M	Buy	+1,727,437	New	+$138M	2.37%	14
2025 Q1	$141M	Buy	1,874,125 +174,621	+10%	+$12.8M	2.41%	12
2024 Q4	$124M	Buy	+1,699,504	New	+$130M	2.05%	23
2022 Q3	–	Sell	-2,429	Closed	-$206K	–	88
2022 Q2	$206K	Hold	2,429	–	–	﹤0.01%	59
2022 Q1	$198K	Hold	2,429	–	–	﹤0.01%	61
2021 Q4	$191K	Hold	2,429	–	–	﹤0.01%	111
2021 Q3	$191K	Hold	2,429	–	–	﹤0.01%	106
2021 Q2	$189K	Hold	2,429	–	–	﹤0.01%	113
2021 Q1	$206K	Hold	2,429	–	–	﹤0.01%	108
2020 Q4	$180K	Buy	2,429 +1,931	+388%	+$133K	﹤0.01%	96
2020 Q3	$28K	Buy	498 +124	+33%	+$7.21K	﹤0.01%	105
2020 Q2	$20K	Sell	374 -127	-25%	-$6.68K	﹤0.01%	112
2020 Q1	$23K	Hold	501	–	–	﹤0.01%	102
2019 Q4	$43K	Hold	501	–	–	﹤0.01%	110
2019 Q3	$40K	Hold	501	–	–	﹤0.01%	108
2019 Q2	$35K	Hold	501	–	–	﹤0.01%	107
2019 Q1	$33K	Hold	501	–	–	﹤0.01%	111
2018 Q4	$31K	Hold	501	–	–	﹤0.01%	110
2018 Q3	$37K	Hold	501	–	–	﹤0.01%	106
2018 Q2	$34K	Sell	501 -499	-50%	-$31.9K	﹤0.01%	106
2018 Q1	$63K	Hold	1,000	–	–	﹤0.01%	111
2017 Q4	$61K	Hold	1,000	–	–	﹤0.01%	115
2017 Q3	$54K	Hold	1,000	–	–	﹤0.01%	112
2017 Q2	$50K	Hold	1,000	–	–	﹤0.01%	113
2017 Q1	$52K	Hold	1,000	–	–	﹤0.01%	116
2016 Q4	$55K	Hold	1,000	–	–	﹤0.01%	111
2016 Q3	$49K	Hold	1,000	–	–	﹤0.01%	117
2016 Q2	$51K	Hold	1,000	–	–	﹤0.01%	119
2016 Q1	$47K	Hold	1,000	–	–	﹤0.01%	126
2015 Q4	$41K	Hold	1,000	–	–	﹤0.01%	99
2015 Q3	$39K	Sell	1,000 -852,926	-100%	-$32.5M	﹤0.01%	95
2015 Q2	$30.8M	Sell	853,926 -1,002,518	-54%	-$37.5M	0.52%	53
2015 Q1	$70M	Sell	1,856,444 -101,584	-5%	-$4M	1.14%	26
2014 Q4	$77.7M	Sell	1,958,028 -181,172	-8%	-$7.02M	1.25%	23
2014 Q3	$81.2M	Sell	2,139,200 -20,200	-0.9%	-$754K	1.13%	21
2014 Q2	$80.9M	Sell	2,159,400 -33,900	-2%	-$1.24M	1.14%	21
2014 Q1	$79.2M	Sell	2,193,300 -259,800	-11%	-$9.33M	1.16%	21
2013 Q4	$88.6M	Sell	2,453,100 -121,600	-5%	-$4.11M	1.24%	20
2013 Q3	$82M	Sell	2,574,700 -62,000	-2%	-$2.08M	1.21%	20
2013 Q2	$90.1M	Buy	+2,636,700	New	+$90.8M	1.37%	18

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mondrian Investment Partners's SYY Position: Q1 2026 in Review

Mondrian Investment Partners reduced its Sysco (SYY) stake by 1.4% in Q1 2026, selling an estimated $2.09M and leaving 1,825,514 shares worth $130M. The position accounts for 1.95% of the portfolio, ranked #19.

Mondrian Investment Partners first reported a position in SYY in Q2 2013 and has held it in 42 quarters since. The position peaked at $142M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Mondrian Investment Partners held 1,825,514 shares of Sysco worth $130M as of Q1 2026.
Mondrian Investment Partners sold 25,315 Sysco shares in Q1 2026, an estimated $2.09M.
Sysco made up 1.95% of Mondrian Investment Partners's portfolio in Q1 2026, its #19 holding.
Mondrian Investment Partners first reported a position in Sysco in Q2 2013 and has held it in 42 quarters since.
Mondrian Investment Partners's Sysco position peaked at $142M in Q3 2025.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Mondrian Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.