Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,967
Closed -$219K 422
2025
Q4
$219K Sell
2,967
-521
-15% -$39.6K 0.01% 363
2025
Q3
$287K Buy
3,488
+571
+20% +$45.7K 0.01% 334
2025
Q2
$221K Sell
2,917
-1,135
-28% -$82.4K 0.01% 338
2025
Q1
$304K Sell
4,052
-1,003
-20% -$73.5K 0.02% 441
2024
Q4
$387K Buy
5,055
+1,170
+30% +$89.6K 0.02% 301
2024
Q3
$303K Sell
3,885
-23
-0.6% -$1.73K 0.02% 325
2024
Q2
$279K Buy
3,908
+361
+10% +$27K 0.02% 298
2024
Q1
$288K Buy
3,547
+228
+7% +$18K 0.02% 309
2023
Q4
$243K Sell
3,319
-4
-0.1% -$276 0.02% 276
2023
Q3
$219K Buy
3,323
+109
+3% +$7.83K 0.02% 289
2023
Q2
$238K Sell
3,214
-50
-2% -$3.7K 0.02% 248
2023
Q1
$252K Buy
3,264
+191
+6% +$14.7K 0.03% 233
2022
Q4
$235K Buy
3,073
+204
+7% +$16.5K 0.03% 208
2022
Q3
$203K Buy
2,869
+25
+0.9% +$2.08K 0.03% 185
2022
Q2
$245K Buy
+2,844
New +$238K 0.03% 153
2020
Q1
Sell
-57
Closed -$5K 690
2019
Q4
$5K Buy
+57
New +$4.62K ﹤0.01% 496
2019
Q3
Sell
-20
Closed -$1.41K 512
2019
Q2
$1.41K Buy
+20
New +$1.42K ﹤0.01% 394
2017
Q2
Sell
-2,844
Closed -$148K 365
2017
Q1
$148K Hold
2,844
0.09% 100
2016
Q4
$157K Buy
+2,844
New +$148K 0.12% 97

Other funds holding SYY

Simon Quick Advisors's SYY Position: Q1 2026 in Review

Simon Quick Advisors sold out of Sysco (SYY) in Q1 2026, closing a stake of 2,967 shares — an estimated $219K sold.

Simon Quick Advisors first reported a position in SYY in Q4 2016 and held it in 19 quarters. The position peaked at $387K in Q4 2024. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Simon Quick Advisors reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 2,967 Sysco shares in Q1 2026, an estimated $219K.
  • Simon Quick Advisors first reported a position in Sysco in Q4 2016 and held it in 19 quarters.
  • Simon Quick Advisors's Sysco position peaked at $387K in Q4 2024.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.