Richards, Merrill & Peterson’s Sysco SYY Stock Holding History

Richards, Merrill & Peterson’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	$386K	Sell	4,618 -543	-11%	-$41.1K	0.12%	142
2026 Q1	$368K	Sell	5,161 -1,978	-28%	-$164K	0.14%	138
2025 Q4	$526K	Sell	7,139 -1,394	-16%	-$106K	0.2%	110
2025 Q3	$703K	Buy	8,533 +47	+0.6%	+$3.76K	0.3%	92
2025 Q2	$643K	Sell	8,486 -503	-6%	-$36.5K	0.31%	83
2025 Q1	$675K	Sell	8,989 -302	-3%	-$22.1K	0.35%	73
2024 Q4	$710K	Buy	+9,291	New	+$711K	0.37%	70

Other funds holding SYY

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

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

Richards, Merrill & Peterson's SYY Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Sysco (SYY) stake by 11% in Q2 2026, selling an estimated $41.1K and leaving 4,618 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #142.

Richards, Merrill & Peterson first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $710K in Q4 2024. 701 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Richards, Merrill & Peterson held 4,618 shares of Sysco worth $386K as of Q2 2026.
Richards, Merrill & Peterson sold 543 Sysco shares in Q2 2026, an estimated $41.1K.
Sysco made up 0.12% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #142 holding.
Richards, Merrill & Peterson first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Sysco position peaked at $710K in Q4 2024.
701 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.