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Montrusco Bolton Investments’s Sysco SYY Stock Holding History

Montrusco Bolton Investments’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
2025
Q4 		– Sell
-489,982
Closed -$40.3M – 81
2025
Q3 		$40.3M Sell
489,982
-342,893
-41% -$27.4M 0.47% 33
2025
Q2 		$63.1M Buy
832,875
+89,602
+12% +$6.51M 0.7% 27
2025
Q1 		$55.8M Sell
743,273
-1,205,688
-62% -$88.4M 0.73% 28
2024
Q4 		$142M Sell
1,948,961
-2,841,704
-59% -$218M 1.72% 21
2024
Q3 		$367M Buy
4,790,665
+375,409
+9% +$28.2M 3.86% 12
2024
Q2 		$308M Buy
4,415,256
+903,511
+26% +$67.5M 3.23% 16
2024
Q1 		$279M Buy
+3,511,745
New +$277M 2.97% 16
2016
Q3 		– Sell
-141,994
Closed -$7.19M – 88
2016
Q2 		$7.19M Sell
141,994
-1,020
-0.7% -$49.3K 0.46% 48
2016
Q1 		$6.68M Sell
143,014
-11,614
-8% -$501K 0.55% 47
2015
Q4 		$6.33M Buy
154,628
+9,486
+7% +$389K 0.55% 45
2015
Q3 		$5.65M Sell
145,142
-54,462
-27% -$2.08M 0.48% 52
2015
Q2 		$7.21M Sell
199,604
-46,294
-19% -$1.73M 0.53% 52
2015
Q1 		$9.28M Sell
245,898
-68,800
-22% -$2.71M 0.69% 45
2014
Q4 		$12.5M Buy
314,698
+112,493
+56% +$4.36M 0.9% 31
2014
Q3 		$7.67M Sell
202,205
-77,880
-28% -$2.91M 0.51% 49
2014
Q2 		$10.5M Buy
280,085
+12,364
+5% +$454K 0.66% 41
2014
Q1 		$9.67M Sell
267,721
-25,109
-9% -$902K 0.68% 44
2013
Q4 		$10.6M Sell
292,830
-50,257
-15% -$1.7M 0.74% 44
2013
Q3 		$10.9M Buy
343,087
+83,577
+32% +$2.8M 0.82% 36
2013
Q2 		$8.87M Buy
+259,510
New +$8.93M 0.71% 42

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Montrusco Bolton Investments's SYY Position: Q4 2025 in Review

Montrusco Bolton Investments sold out of Sysco (SYY) in Q4 2025, closing a stake of 489,982 shares — an estimated $40.3M sold.

Montrusco Bolton Investments first reported a position in SYY in Q2 2013 and held it in 20 quarters. The position peaked at $367M in Q3 2024. 1,562 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

  • Montrusco Bolton Investments reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
  • Montrusco Bolton Investments sold 489,982 Sysco shares in Q4 2025, an estimated $40.3M.
  • Montrusco Bolton Investments first reported a position in Sysco in Q2 2013 and held it in 20 quarters.
  • Montrusco Bolton Investments's Sysco position peaked at $367M in Q3 2024.
  • 1,562 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Montrusco Bolton Investments's 13F filing for Q4 2025, filed 29 Jan 2026.