Montgomery Investment Management’s Sysco SYY Stock Holding History

Montgomery Investment Management’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	$521K	Hold	6,230	–	–	0.16%	76
2026 Q1	$444K	Hold	6,230	–	–	0.15%	82
2025 Q4	$459K	Sell	6,230 -20	-0.3%	-$1.52K	0.17%	74
2025 Q3	$515K	Hold	6,250	–	–	0.18%	66
2025 Q2	$473K	Hold	6,250	–	–	0.18%	67
2025 Q1	$469K	Hold	6,250	–	–	0.19%	62
2024 Q4	$478K	Hold	6,250	–	–	0.19%	64
2024 Q3	$488K	Hold	6,250	–	–	0.18%	61
2024 Q2	$446K	Hold	6,250	–	–	0.18%	63
2024 Q1	$507K	Hold	6,250	–	–	0.19%	57
2023 Q4	$457K	Hold	6,250	–	–	0.14%	67
2023 Q3	$413K	Hold	6,250	–	–	0.14%	69
2023 Q2	$464K	Hold	6,250	–	–	0.16%	68
2023 Q1	$483K	Hold	6,250	–	–	0.17%	60
2022 Q4	$478K	Sell	6,250 -50	-0.8%	-$4.04K	0.17%	61
2022 Q3	$445K	Hold	6,300	–	–	0.18%	60
2022 Q2	$534K	Hold	6,300	–	–	0.22%	57
2022 Q1	$514K	Hold	6,300	–	–	0.18%	61
2021 Q4	$495K	Sell	6,300 -300	-5%	-$23.1K	0.17%	61
2021 Q3	$518K	Hold	6,600	–	–	0.19%	60
2021 Q2	$513K	Hold	6,600	–	–	0.19%	61
2021 Q1	$520K	Hold	6,600	–	–	0.2%	59
2020 Q4	$490K	Hold	6,600	–	–	0.22%	58
2020 Q3	$411K	Hold	6,600	–	–	0.22%	59
2020 Q2	$361K	Hold	6,600	–	–	0.2%	62
2020 Q1	$301K	Hold	6,600	–	–	0.2%	64
2019 Q4	$565K	Hold	6,600	–	–	0.23%	61
2019 Q3	$524K	Hold	6,600	–	–	0.22%	61
2019 Q2	$467K	Hold	6,600	–	–	0.2%	64
2019 Q1	$441K	Hold	6,600	–	–	0.2%	66
2018 Q4	$414K	Sell	6,600 -1,200	-15%	-$80.9K	0.21%	65
2018 Q3	$571K	Hold	7,800	–	–	0.23%	62
2018 Q2	$533K	Hold	7,800	–	–	0.22%	62
2018 Q1	$468K	Hold	7,800	–	–	0.2%	66
2017 Q4	$474K	Hold	7,800	–	–	0.19%	68
2017 Q3	$421K	Hold	7,800	–	–	0.19%	68
2017 Q2	$393K	Hold	7,800	–	–	0.18%	69
2017 Q1	$405K	Hold	7,800	–	–	0.17%	77
2016 Q4	$432K	Hold	7,800	–	–	0.19%	70
2016 Q3	$382K	Sell	7,800 -300	-4%	-$15.4K	0.18%	73
2016 Q2	$411K	Sell	8,100 -50	-0.6%	-$2.42K	0.2%	68
2016 Q1	$381K	Sell	8,150 -500	-6%	-$21.6K	0.22%	63
2015 Q4	$355K	Hold	8,650	–	–	0.2%	66
2015 Q3	$337K	Hold	8,650	–	–	0.2%	63
2015 Q2	$312K	Sell	8,650 -800	-8%	-$29.9K	0.16%	65
2015 Q1	$357K	Sell	9,450 -1,000	-10%	-$39.4K	0.18%	65
2014 Q4	$415K	Buy	10,450 +2,800	+37%	+$109K	0.2%	63
2014 Q3	$288K	Buy	+7,650	New	+$286K	0.2%	64

Other funds holding SYY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SJL

Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

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

Montgomery Investment Management held its Sysco (SYY) position steady in Q2 2026 at 6,230 shares worth $521K. The position accounts for 0.16% of the portfolio, ranked #76.

Montgomery Investment Management first reported a position in SYY in Q3 2014 and has held it in 48 quarters since. The position peaked at $571K in Q3 2018. 229 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Montgomery Investment Management held 6,230 shares of Sysco worth $521K as of Q2 2026.
Montgomery Investment Management left its Sysco share count unchanged in Q2 2026.
Sysco made up 0.16% of Montgomery Investment Management's portfolio in Q2 2026, its #76 holding.
Montgomery Investment Management first reported a position in Sysco in Q3 2014 and has held it in 48 quarters since.
Montgomery Investment Management's Sysco position peaked at $571K in Q3 2018.
229 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.