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The Family Firm’s Sysco SYY Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-2,830
Closed -$212K – 186
2025
Q1 		$212K Buy
2,830
+17
+0.6% +$1.25K 0.05% 203
2024
Q4 		$215K Buy
2,813
+15
+0.5% +$1.15K 0.05% 198
2024
Q3 		$218K Buy
2,798
+47
+2% +$3.53K 0.05% 193
2024
Q2 		$196K Buy
2,751
+15
+0.5% +$1.12K 0.04% 199
2024
Q1 		$222K Buy
+2,736
New +$216K 0.05% 182
2023
Q2 		– Sell
-2,673
Closed -$206K – 187
2023
Q1 		$206K Buy
2,673
+14
+0.5% +$1.07K 0.06% 177
2022
Q4 		$203K Buy
+2,659
New +$215K 0.06% 178
2022
Q3 		– Sell
-2,634
Closed -$223K – 178
2022
Q2 		$223K Buy
2,634
+94
+4% +$7.87K 0.07% 172
2022
Q1 		$207K Buy
+2,540
New +$205K 0.05% 174
2021
Q4 		– Sell
-2,515
Closed -$201K – 183
2021
Q3 		$201K Buy
+2,515
New +$192K 0.05% 178
2020
Q1 		– Sell
-2,682
Closed -$229K – 142
2019
Q4 		$229K Buy
2,682
+7
+0.3% +$567 0.08% 139
2019
Q3 		$212K Buy
+2,675
New +$196K 0.08% 136
2018
Q3 		– Sell
-2,981
Closed -$204K – 142
2018
Q2 		$204K Buy
+2,981
New +$190K 0.08% 131

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

The Family Firm's SYY Position: Q2 2025 in Review

The Family Firm sold out of Sysco (SYY) in Q2 2025, closing a stake of 2,830 shares — an estimated $212K sold.

The Family Firm first reported a position in SYY in Q2 2018 and held it in 13 quarters. The position peaked at $229K in Q4 2019. 1,509 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

  • The Family Firm reported no remaining Sysco position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 2,830 Sysco shares in Q2 2025, an estimated $212K.
  • The Family Firm first reported a position in Sysco in Q2 2018 and held it in 13 quarters.
  • The Family Firm's Sysco position peaked at $229K in Q4 2019.
  • 1,509 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.