Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$328K Hold
4,607
0.08% 190
2025
Q4
$339K Hold
4,607
0.09% 163
2025
Q3
$379K Hold
4,607
0.1% 163
2025
Q2
$348K Hold
4,607
0.1% 172
2025
Q1
$345K Hold
4,607
0.1% 168
2024
Q4
$352K Hold
4,607
0.1% 161
2024
Q3
$359K Hold
4,607
0.1% 162
2024
Q2
$328K Hold
4,607
0.1% 141
2024
Q1
$374K Hold
4,607
0.12% 131
2023
Q4
$337K Hold
4,607
0.12% 135
2023
Q3
$304K Hold
4,607
0.15% 118
2023
Q2
$341K Hold
4,607
0.12% 137
2023
Q1
$355K Hold
4,607
0.13% 132
2022
Q4
$352K Hold
4,607
0.14% 128
2022
Q3
$325K Hold
4,607
0.15% 122
2022
Q2
$390K Hold
4,607
0.16% 118
2022
Q1
$376K Sell
4,607
-31
-0.7% -$2.51K 0.13% 131
2021
Q4
$364K Buy
4,638
+31
+0.7% +$2.39K 0.12% 133
2021
Q3
$361K Hold
4,607
0.13% 132
2021
Q2
$358K Hold
4,607
0.16% 119
2021
Q1
$363K Hold
4,607
0.14% 127
2020
Q4
$342K Hold
4,607
0.15% 115
2020
Q3
$287K Sell
4,607
-280
-6% -$16.3K 0.14% 122
2020
Q2
$266K Sell
4,887
-213
-4% -$11.2K 0.15% 119
2020
Q1
$236K Sell
5,100
-557
-10% -$38.5K 0.16% 109
2019
Q4
$485K Hold
5,657
0.24% 104
2019
Q3
$446K Hold
5,657
0.24% 106
2019
Q2
$400K Buy
+5,657
New +$403K 0.22% 114
2018
Q4
Sell
-5,657
Closed -$414K 137
2018
Q3
$414K Hold
5,657
0.23% 118
2018
Q2
$386K Hold
5,657
0.22% 118
2018
Q1
$339K Hold
5,657
0.19% 136
2017
Q4
$344K Buy
+5,657
New +$321K 0.19% 132

Other funds holding SYY

SimplyRich's SYY Position: Q1 2026 in Review

SimplyRich held its Sysco (SYY) position steady in Q1 2026 at 4,607 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #190.

SimplyRich first reported a position in SYY in Q4 2017 and has held it in 32 quarters since. The position peaked at $485K in Q4 2019. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • SimplyRich held 4,607 shares of Sysco worth $328K as of Q1 2026.
  • SimplyRich left its Sysco share count unchanged in Q1 2026.
  • Sysco made up 0.08% of SimplyRich's portfolio in Q1 2026, its #190 holding.
  • SimplyRich first reported a position in Sysco in Q4 2017 and has held it in 32 quarters since.
  • SimplyRich's Sysco position peaked at $485K in Q4 2019.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.