Tortoise Investment Management’s Sysco SYY Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-33	Closed	-$2.72K	–	1296
2025 Q3	$2.72K	Buy	33 +7	+27%	+$560	﹤0.01%	812
2025 Q2	$1.97K	Buy	+26	New	+$1.89K	﹤0.01%	803
2024 Q1	–	Sell	-24	Closed	-$1.75K	–	886
2023 Q4	$1.75K	Hold	24	–	–	﹤0.01%	716
2023 Q3	$1.58K	Hold	24	–	–	﹤0.01%	718
2023 Q2	$1.78K	Hold	24	–	–	﹤0.01%	703
2023 Q1	$1.85K	Sell	24 -50	-68%	-$3.84K	﹤0.01%	698
2022 Q4	$5.66K	Buy	74 +24	+48%	+$1.94K	﹤0.01%	598
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	631
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	626
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	602
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	572
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	551
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	543
2021 Q1	$4K	Buy	+50	New	+$3.88K	﹤0.01%	524
2017 Q3	–	Sell	-100	Closed	-$5K	–	502
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	410
2017 Q1	$5K	Buy	100 +44	+79%	+$2.33K	﹤0.01%	392
2016 Q4	$3K	Buy	+56	New	+$2.91K	﹤0.01%	437
2016 Q3	–	Sell	-85	Closed	-$4K	–	512
2016 Q2	$4K	Buy	+85	New	+$4.11K	﹤0.01%	411

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's SYY Position: Q4 2025 in Review

Tortoise Investment Management sold out of Sysco (SYY) in Q4 2025, closing a stake of 33 shares — an estimated $2.72K sold.

Tortoise Investment Management first reported a position in SYY in Q2 2016 and held it in 18 quarters. The position peaked at $5.66K in Q4 2022. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Tortoise Investment Management reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 33 Sysco shares in Q4 2025, an estimated $2.72K.
Tortoise Investment Management first reported a position in Sysco in Q2 2016 and held it in 18 quarters.
Tortoise Investment Management's Sysco position peaked at $5.66K in Q4 2022.
1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.