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Summit Trail Advisors’s Sysco SYY Stock Holding History

Summit Trail 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 		$2.6M Buy
36,467
+10,320
+39% +$853K 0.04% 376
2025
Q4 		$1.93M Sell
26,147
-4,442
-15% -$338K 0.03% 431
2025
Q3 		$2.52M Buy
30,589
+8,256
+37% +$660K 0.03% 328
2025
Q2 		$1.69M Buy
+22,333
New +$1.62M 0.03% 306
2024
Q4 		– Sell
-10,623
Closed -$829K – 718
2024
Q3 		$829K Sell
10,623
-108
-1% -$8.12K 0.02% 300
2024
Q2 		$766K Sell
10,731
-1,265
-11% -$94.5K 0.02% 285
2024
Q1 		$974K Buy
11,996
+2,354
+24% +$185K 0.03% 219
2023
Q4 		$705K Buy
9,642
+759
+9% +$52.4K 0.02% 223
2023
Q3 		$587K Buy
8,883
+998
+13% +$71.7K 0.02% 245
2023
Q2 		$585K Buy
7,885
+2,383
+43% +$176K 0.02% 235
2023
Q1 		$425K Buy
5,502
+1,002
+22% +$76.9K 0.02% 243
2022
Q4 		$344K Sell
4,500
-413
-8% -$33.4K 0.02% 254
2022
Q3 		$347K Sell
4,913
-144
-3% -$12K 0.02% 230
2022
Q2 		$431K Sell
5,057
-407
-7% -$34.1K 0.03% 211
2022
Q1 		$449K Buy
+5,464
New +$442K 0.04% 189
2018
Q2 		– Sell
-3,975
Closed -$248K – 662
2018
Q1 		$248K Buy
3,975
+1,122
+39% +$67.9K 0.04% 321
2017
Q4 		$181K Buy
+2,853
New +$162K 0.02% 454

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 Trail Advisors's SYY Position: Q1 2026 in Review

Summit Trail Advisors increased its Sysco (SYY) stake by 39% in Q1 2026, buying an estimated $853K and bringing the position to 36,467 shares worth $2.6M. The position accounts for 0.04% of the portfolio, ranked #376.

Summit Trail Advisors first reported a position in SYY in Q4 2017 and has held it in 17 quarters since. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Summit Trail Advisors held 36,467 shares of Sysco worth $2.6M as of Q1 2026.
  • Summit Trail Advisors bought 10,320 Sysco shares in Q1 2026, an estimated $853K.
  • Sysco made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #376 holding.
  • Summit Trail Advisors first reported a position in Sysco in Q4 2017 and has held it in 17 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.