Sargent Investment Group’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.01M Buy
14,147
+1,395
+11% +$115K 0.13% 112
2025
Q4
$940K Sell
12,752
-491
-4% -$37.4K 0.12% 120
2025
Q3
$1.09M Buy
13,243
+2,970
+29% +$238K 0.16% 90
2025
Q2
$837K Buy
10,273
+2,488
+32% +$181K 0.11% 116
2025
Q1
$584K Buy
7,785
+2,107
+37% +$154K 0.09% 133
2024
Q4
$419K Buy
+5,678
New +$435K 0.07% 152

Other funds holding SYY

Sargent Investment Group's SYY Position: Q1 2026 in Review

Sargent Investment Group increased its Sysco (SYY) stake by 11% in Q1 2026, buying an estimated $115K and bringing the position to 14,147 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #112.

Sargent Investment Group first reported a position in SYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2025. 1,562 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Sargent Investment Group held 14,147 shares of Sysco worth $1.01M as of Q1 2026.
  • Sargent Investment Group bought 1,395 Sysco shares in Q1 2026, an estimated $115K.
  • Sysco made up 0.13% of Sargent Investment Group's portfolio in Q1 2026, its #112 holding.
  • Sargent Investment Group first reported a position in Sysco in Q4 2024 and has held it in 6 quarters since.
  • Sargent Investment Group's Sysco position peaked at $1.09M in Q3 2025.
  • 1,562 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.