Old North State Trust’s Sysco SYY Stock Holding History

Old North State Trust’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	$212K	Hold	2,970	–	–	0.13%	145
2025 Q4	$219K	Hold	2,970	–	–	0.13%	143
2025 Q3	$245K	Hold	2,970	–	–	0.15%	131
2025 Q2	$225K	Sell	2,970 -874	-23%	-$63.5K	0.15%	130
2025 Q1	$294K	Hold	3,844	–	–	0.19%	103
2024 Q4	$294K	Hold	3,844	–	–	0.19%	103
2024 Q3	$300K	Hold	3,844	–	–	0.24%	105
2024 Q2	$274K	Hold	3,844	–	–	0.24%	104
2024 Q1	$312K	Buy	+3,844	New	+$303K	0.26%	98
2023 Q3	$254K	Hold	3,844	–	–	0.2%	112
2023 Q2	$285K	Hold	3,844	–	–	0.21%	109
2023 Q1	$297K	Hold	3,844	–	–	0.21%	96
2022 Q4	$294K	Hold	3,844	–	–	0.19%	100
2022 Q3	$272K	Buy	3,844 +3,840	+96,000%	+$320K	0.24%	94
2022 Q2	$326	Hold	4	–	–	0.3%	87
2022 Q1	$314	Sell	4 -3,840	-100%	-$310K	0.25%	96
2021 Q4	$302K	Hold	3,844	–	–	0.22%	98
2021 Q3	$302K	Hold	3,844	–	–	0.27%	85
2021 Q2	$299K	Hold	3,844	–	–	0.23%	91
2021 Q1	$303K	Hold	3,844	–	–	0.24%	82
2020 Q4	$285K	Buy	3,844 +1,825	+90%	+$125K	0.22%	76
2020 Q3	$126K	Buy	+2,019	New	+$117K	0.08%	126
2020 Q1	–	Sell	-2,019	Closed	-$173K	–	289
2019 Q4	$173K	Hold	2,019	–	–	0.09%	122
2019 Q3	$160K	Sell	2,019 -1,825	-47%	-$134K	0.11%	123
2019 Q2	$272K	Hold	3,844	–	–	0.2%	87
2019 Q1	$256K	Sell	3,844 -1,781	-32%	-$116K	0.18%	95
2018 Q4	$352K	Hold	5,625	–	–	0.36%	69
2018 Q3	$412K	Buy	+5,625	New	+$405K	0.39%	67

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

Old North State Trust's SYY Position: Q1 2026 in Review

Old North State Trust held its Sysco (SYY) position steady in Q1 2026 at 2,970 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #145.

Old North State Trust first reported a position in SYY in Q3 2018 and has held it in 28 quarters since. The position peaked at $412K in Q3 2018. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Old North State Trust held 2,970 shares of Sysco worth $212K as of Q1 2026.
Old North State Trust left its Sysco share count unchanged in Q1 2026.
Sysco made up 0.13% of Old North State Trust's portfolio in Q1 2026, its #145 holding.
Old North State Trust first reported a position in Sysco in Q3 2018 and has held it in 28 quarters since.
Old North State Trust's Sysco position peaked at $412K in Q3 2018.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Old North State Trust's 13F filing for Q1 2026, filed 13 May 2026.