Montag & Associates’s Sysco SYY Stock Holding History

Montag & Associates’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	$624K	Hold	8,743	–	–	0.03%	285
2025 Q4	$644K	Buy	8,743 +123	+1%	+$9.36K	0.03%	280
2025 Q3	$710K	Buy	8,620 +27	+0.3%	+$2.16K	0.03%	276
2025 Q2	$651K	Hold	8,593	–	–	0.03%	283
2025 Q1	$645K	Hold	8,593	–	–	0.03%	287
2024 Q4	$657K	Hold	8,593	–	–	0.03%	293
2024 Q3	$671K	Buy	8,593 +977	+13%	+$73.4K	0.03%	288
2024 Q2	$544K	Hold	7,616	–	–	0.03%	301
2024 Q1	$618K	Buy	7,616 +1,783	+31%	+$141K	0.03%	296
2023 Q4	$427K	Buy	5,833 +500	+9%	+$34.5K	0.02%	316
2023 Q3	$352K	Hold	5,333	–	–	0.02%	322
2023 Q2	$396K	Buy	5,333 +19	+0.4%	+$1.41K	0.02%	315
2023 Q1	$410K	Sell	5,314 -275	-5%	-$21.1K	0.03%	302
2022 Q4	$427K	Buy	5,589 +44	+0.8%	+$3.56K	0.03%	283
2022 Q3	$392K	Hold	5,545	–	–	0.03%	285
2022 Q2	$472K	Sell	5,545 -1,635	-23%	-$137K	0.03%	270
2022 Q1	$586K	Sell	7,180 -200	-3%	-$16.2K	0.03%	274
2021 Q4	$580K	Hold	7,380	–	–	0.03%	281
2021 Q3	$579K	Hold	7,380	–	–	0.03%	279
2021 Q2	$574K	Hold	7,380	–	–	0.03%	283
2021 Q1	$581K	Hold	7,380	–	–	0.03%	278
2020 Q4	$548K	Hold	7,380	–	–	0.03%	266
2020 Q3	$459K	Buy	7,380 +1,180	+19%	+$68.7K	0.04%	235
2020 Q2	$339K	Hold	6,200	–	–	0.03%	248
2020 Q1	$283K	Buy	6,200 +480	+8%	+$33.2K	0.03%	248
2019 Q4	$489K	Hold	5,720	–	–	0.04%	229
2019 Q3	$454K	Hold	5,720	–	–	0.04%	227
2019 Q2	$405K	Hold	5,720	–	–	0.04%	238
2019 Q1	$382K	Sell	5,720 -469	-8%	-$30.5K	0.04%	242
2018 Q4	$388K	Hold	6,189	–	–	0.04%	223
2018 Q3	$453K	Buy	6,189 +420	+7%	+$30.3K	0.04%	246
2018 Q2	$394K	Hold	5,769	–	–	0.04%	230
2018 Q1	$346K	Sell	5,769 -557	-9%	-$33.7K	0.04%	234
2017 Q4	$384K	Sell	6,326 -810	-11%	-$45.9K	0.04%	228
2017 Q3	$385K	Hold	7,136	–	–	0.04%	205
2017 Q2	$359K	Hold	7,136	–	–	0.04%	202
2017 Q1	$371K	Hold	7,136	–	–	0.04%	197
2016 Q4	$395K	Hold	7,136	–	–	0.05%	191
2016 Q3	$350K	Hold	7,136	–	–	0.04%	200
2016 Q2	$362K	Sell	7,136 -1,194	-14%	-$57.8K	0.05%	191
2016 Q1	$389K	Hold	8,330	–	–	0.05%	181
2015 Q4	$342K	Sell	8,330 -605	-7%	-$24.8K	0.05%	183
2015 Q3	$348K	Buy	8,935 +605	+7%	+$23.1K	0.05%	186
2015 Q2	$301K	Hold	8,330	–	–	0.04%	208
2015 Q1	$314K	Buy	8,330 +2,220	+36%	+$87.5K	0.05%	214
2014 Q4	$243K	Buy	6,110 +600	+11%	+$23.3K	0.04%	222
2014 Q3	$209K	Buy	+5,510	New	+$206K	0.03%	229

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

Montag & Associates's SYY Position: Q1 2026 in Review

Montag & Associates held its Sysco (SYY) position steady in Q1 2026 at 8,743 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #285.

Montag & Associates first reported a position in SYY in Q3 2014 and has held it in 47 quarters since. The position peaked at $710K in Q3 2025. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Montag & Associates held 8,743 shares of Sysco worth $624K as of Q1 2026.
Montag & Associates left its Sysco share count unchanged in Q1 2026.
Sysco made up 0.03% of Montag & Associates's portfolio in Q1 2026, its #285 holding.
Montag & Associates first reported a position in Sysco in Q3 2014 and has held it in 47 quarters since.
Montag & Associates's Sysco position peaked at $710K in Q3 2025.
1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.