STA
SYY icon

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
Q2 		$2.45M Sell
29,275
-7,192
-20% -$544K 0.03% 475
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Summit Trail Advisors's SYY Position: Q2 2026 in Review

Summit Trail Advisors reduced its Sysco (SYY) stake by 20% in Q2 2026, selling an estimated $544K and leaving 29,275 shares worth $2.45M. The position accounts for 0.03% of the portfolio, ranked #475.

Summit Trail Advisors first reported a position in SYY in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.6M in Q1 2026. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Summit Trail Advisors held 29,275 shares of Sysco worth $2.45M as of Q2 2026.
  • Summit Trail Advisors sold 7,192 Sysco shares in Q2 2026, an estimated $544K.
  • Sysco made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #475 holding.
  • Summit Trail Advisors first reported a position in Sysco in Q4 2017 and has held it in 18 quarters since.
  • Summit Trail Advisors's Sysco position peaked at $2.6M in Q1 2026.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.