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Summit Financial’s Sysco SYY Stock Holding History

Summit Financial’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 		$828K Sell
11,613
-209
-2% -$17.3K 0.01% 835
2025
Q4 		$871K Buy
11,822
+1,207
+11% +$91.8K 0.01% 709
2025
Q3 		$874K Buy
10,615
+206
+2% +$16.5K 0.01% 696
2025
Q2 		$788K Buy
10,409
+1,743
+20% +$127K 0.02% 465
2025
Q1 		$650K Sell
8,666
-122
-1% -$8.94K 0.02% 452
2024
Q4 		$672K Buy
8,788
+5,492
+167% +$420K 0.02% 391
2024
Q3 		$257K Sell
3,296
-178
-5% -$13.4K 0.01% 480
2024
Q2 		$248K Buy
+3,474
New +$260K 0.01% 447

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial's SYY Position: Q1 2026 in Review

Summit Financial reduced its Sysco (SYY) stake by 1.8% in Q1 2026, selling an estimated $17.3K and leaving 11,613 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #835.

Summit Financial first reported a position in SYY in Q2 2024 and has held it in 8 quarters since. The position peaked at $874K in Q3 2025. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Summit Financial held 11,613 shares of Sysco worth $828K as of Q1 2026.
  • Summit Financial sold 209 Sysco shares in Q1 2026, an estimated $17.3K.
  • Sysco made up 0.01% of Summit Financial's portfolio in Q1 2026, its #835 holding.
  • Summit Financial first reported a position in Sysco in Q2 2024 and has held it in 8 quarters since.
  • Summit Financial's Sysco position peaked at $874K in Q3 2025.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.