Southeast Asset Advisors’s Sysco SYY Stock Holding History

Southeast Asset Advisors’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	$221K	Hold	3,100	–	–	0.02%	202
2025 Q4	$228K	Hold	3,100	–	–	0.02%	204
2025 Q3	$255K	Sell	3,100 -130	-4%	-$10.4K	0.03%	185
2025 Q2	$245K	Sell	3,230 -131	-4%	-$9.51K	0.03%	177
2025 Q1	$252K	Buy	3,361 +131	+4%	+$9.6K	0.03%	166
2024 Q4	$247K	Hold	3,230	–	–	0.03%	152
2024 Q3	$252K	Hold	3,230	–	–	0.03%	149
2024 Q2	$231K	Hold	3,230	–	–	0.03%	152
2024 Q1	$262K	Hold	3,230	–	–	0.03%	147
2023 Q4	$236K	Hold	3,230	–	–	0.03%	152
2023 Q3	$213K	Sell	3,230 -77	-2%	-$5.53K	0.03%	144
2023 Q2	$245K	Hold	3,307	–	–	0.03%	139
2023 Q1	$255K	Buy	3,307 +77	+2%	+$5.91K	0.04%	131
2022 Q4	$247K	Sell	3,230 -2,550	-44%	-$206K	0.04%	122
2022 Q3	$409K	Hold	5,780	–	–	0.07%	102
2022 Q2	$490K	Hold	5,780	–	–	0.08%	103
2022 Q1	$472K	Hold	5,780	–	–	0.06%	108
2021 Q4	$454K	Sell	5,780 -11	-0.2%	-$847	0.06%	110
2021 Q3	$455K	Buy	5,791 +11	+0.2%	+$839	0.07%	98
2021 Q2	$449K	Hold	5,780	–	–	0.07%	102
2021 Q1	$455K	Hold	5,780	–	–	0.08%	95
2020 Q4	$429K	Hold	5,780	–	–	0.09%	97
2020 Q3	$360K	Hold	5,780	–	–	0.08%	92
2020 Q2	$316K	Sell	5,780 -70	-1%	-$3.68K	0.08%	97
2020 Q1	$267K	Hold	5,850	–	–	0.08%	94
2019 Q4	$500K	Hold	5,850	–	–	0.12%	80
2019 Q3	$464K	Hold	5,850	–	–	0.12%	82
2019 Q2	$414K	Hold	5,850	–	–	0.11%	84
2019 Q1	$391K	Sell	5,850 -750	-11%	-$48.8K	0.1%	86
2018 Q4	$414K	Hold	6,600	–	–	0.12%	76
2018 Q3	$483K	Hold	6,600	–	–	0.13%	73
2018 Q2	$451K	Sell	6,600 -2,935	-31%	-$187K	0.13%	72
2018 Q1	$572K	Hold	9,535	–	–	0.17%	61
2017 Q4	$579K	Hold	9,535	–	–	0.18%	65
2017 Q3	$514K	Hold	9,535	–	–	0.16%	65
2017 Q2	$480K	Buy	9,535 +1,295	+16%	+$69.1K	0.16%	64
2017 Q1	$428K	Hold	8,240	–	–	0.13%	74
2016 Q4	$456K	Hold	8,240	–	–	0.14%	70
2016 Q3	$404K	Hold	8,240	–	–	0.14%	78
2016 Q2	$418K	Hold	8,240	–	–	0.14%	77
2016 Q1	$385K	Hold	8,240	–	–	0.13%	74
2015 Q4	$338K	Buy	8,240 +100	+1%	+$4.1K	0.11%	73
2015 Q3	$317K	Hold	8,140	–	–	0.12%	67
2015 Q2	$294K	Hold	8,140	–	–	0.1%	73
2015 Q1	$307K	Hold	8,140	–	–	0.11%	71
2014 Q4	$323K	Hold	8,140	–	–	0.12%	74
2014 Q3	$309K	Hold	8,140	–	–	0.12%	75
2014 Q2	$305K	Hold	8,140	–	–	0.11%	80
2014 Q1	$294K	Hold	8,140	–	–	0.11%	79
2013 Q4	$294K	Hold	8,140	–	–	0.12%	82
2013 Q3	$259K	Hold	8,140	–	–	0.11%	83
2013 Q2	$278K	Buy	+8,140	New	+$280K	0.13%	66

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

Southeast Asset Advisors's SYY Position: Q1 2026 in Review

Southeast Asset Advisors held its Sysco (SYY) position steady in Q1 2026 at 3,100 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #202.

Southeast Asset Advisors first reported a position in SYY in Q2 2013 and has held it in 52 quarters since. The position peaked at $579K in Q4 2017. 1,562 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Southeast Asset Advisors held 3,100 shares of Sysco worth $221K as of Q1 2026.
Southeast Asset Advisors left its Sysco share count unchanged in Q1 2026.
Sysco made up 0.02% of Southeast Asset Advisors's portfolio in Q1 2026, its #202 holding.
Southeast Asset Advisors first reported a position in Sysco in Q2 2013 and has held it in 52 quarters since.
Southeast Asset Advisors's Sysco position peaked at $579K in Q4 2017.
1,562 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.