Roundview Capital’s Sysco SYY Stock Holding History

Roundview Capital’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	$1.69M	Sell	23,725 -1,493	-6%	-$123K	0.11%	167
2025 Q4	$1.86M	Sell	25,218 -3,077	-11%	-$234K	0.11%	158
2025 Q3	$2.33M	Sell	28,295 -407	-1%	-$32.5K	0.15%	136
2025 Q2	$2.17M	Sell	28,702 -1,795	-6%	-$130K	0.15%	137
2025 Q1	$2.29M	Sell	30,497 -14,345	-32%	-$1.05M	0.17%	128
2024 Q4	$3.43M	Sell	44,842 -6,227	-12%	-$477K	0.24%	96
2024 Q3	$3.99M	Sell	51,069 -564	-1%	-$42.4K	0.29%	81
2024 Q2	$3.69M	Sell	51,633 -5,977	-10%	-$447K	0.29%	81
2024 Q1	$4.68M	Buy	57,610 +6,825	+13%	+$538K	0.38%	60
2023 Q4	$3.71M	Buy	50,785 +660	+1%	+$45.6K	0.34%	68
2023 Q3	$3.31M	Sell	50,125 -3,681	-7%	-$264K	0.33%	77
2023 Q2	$3.99M	Sell	53,806 -454	-0.8%	-$33.6K	0.39%	64
2023 Q1	$4.19M	Sell	54,260 -900	-2%	-$69.1K	0.44%	61
2022 Q4	$4.22M	Buy	55,160 +1,070	+2%	+$86.4K	0.48%	56
2022 Q3	$3.83M	Buy	54,090 +1,037	+2%	+$86.4K	0.48%	55
2022 Q2	$4.49M	Sell	53,053 -286	-0.5%	-$24K	0.54%	47
2022 Q1	$4.36M	Buy	53,339 +3,500	+7%	+$283K	0.45%	59
2021 Q4	$3.92M	Buy	49,839 +2,341	+5%	+$180K	0.39%	65
2021 Q3	$3.73M	Buy	47,498 +1,439	+3%	+$110K	0.41%	62
2021 Q2	$3.58M	Buy	46,059 +1,014	+2%	+$81.9K	0.4%	69
2021 Q1	$3.55M	Buy	45,045 +3,009	+7%	+$233K	0.45%	60
2020 Q4	$3.12M	Buy	42,036 +948	+2%	+$65.2K	0.43%	61
2020 Q3	$2.56M	Sell	41,088 -1,383	-3%	-$80.5K	0.4%	64
2020 Q2	$2.32M	Buy	42,471 +32,626	+331%	+$1.72M	0.39%	62
2020 Q1	$449K	Sell	9,845 -500	-5%	-$34.6K	0.09%	177
2019 Q4	$885K	Sell	10,345 -50	-0.5%	-$4.05K	0.17%	148
2019 Q3	$825K	Hold	10,395	–	–	0.18%	147
2019 Q2	$735K	Sell	10,395 -1,173	-10%	-$83.5K	0.17%	148
2019 Q1	$772K	Sell	11,568 -70	-0.6%	-$4.55K	0.18%	135
2018 Q4	$729K	Buy	11,638 +398	+4%	+$26.8K	0.2%	122
2018 Q3	$823K	Sell	11,240 -100	-0.9%	-$7.21K	0.2%	133
2018 Q2	$774K	Hold	11,340	–	–	0.2%	131
2018 Q1	$680K	Sell	11,340 -150	-1%	-$9.08K	0.19%	135
2017 Q4	$698K	Sell	11,490 -300	-3%	-$17K	0.18%	134
2017 Q3	$636K	Sell	11,790 -645	-5%	-$33.6K	0.18%	135
2017 Q2	$626K	Buy	12,435 +685	+6%	+$36.6K	0.18%	138
2017 Q1	$610K	Hold	11,750	–	–	0.19%	136
2016 Q4	$651K	Hold	11,750	–	–	0.21%	126
2016 Q3	$576K	Hold	11,750	–	–	0.2%	127
2016 Q2	$596K	Hold	11,750	–	–	0.22%	114
2016 Q1	$549K	Sell	11,750 -275	-2%	-$11.9K	0.2%	123
2015 Q4	$493K	Sell	12,025 -200	-2%	-$8.2K	0.2%	121
2015 Q3	$476K	Hold	12,225	–	–	0.2%	112
2015 Q2	$441K	Hold	12,225	–	–	0.17%	113
2015 Q1	$461K	Sell	12,225 -200	-2%	-$7.88K	0.18%	109
2014 Q4	$493K	Hold	12,425	–	–	0.2%	107
2014 Q3	$472K	Hold	12,425	–	–	0.21%	92
2014 Q2	$465K	Hold	12,425	–	–	0.19%	112
2014 Q1	$449K	Hold	12,425	–	–	0.22%	99
2013 Q4	$449K	Hold	12,425	–	–	0.21%	107
2013 Q3	$395K	Hold	12,425	–	–	0.21%	98
2013 Q2	$424K	Buy	+12,425	New	+$428K	0.27%	86

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

Roundview Capital's SYY Position: Q1 2026 in Review

Roundview Capital reduced its Sysco (SYY) stake by 5.9% in Q1 2026, selling an estimated $123K and leaving 23,725 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #167.

Roundview Capital first reported a position in SYY in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.68M in Q1 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Roundview Capital held 23,725 shares of Sysco worth $1.69M as of Q1 2026.
Roundview Capital sold 1,493 Sysco shares in Q1 2026, an estimated $123K.
Sysco made up 0.11% of Roundview Capital's portfolio in Q1 2026, its #167 holding.
Roundview Capital first reported a position in Sysco in Q2 2013 and has held it in 52 quarters since.
Roundview Capital's Sysco position peaked at $4.68M in Q1 2024.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.