Whalerock Point Partners’s Sysco SYY Stock Holding History

Whalerock Point Partners’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	-2,462	Closed	-$203K	–	206
2025 Q3	$203K	Buy	+2,462	New	+$197K	0.04%	182

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalerock Point Partners's SYY Position: Q4 2025 in Review

Whalerock Point Partners sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,462 shares — an estimated $203K sold.

Whalerock Point Partners first reported a position in SYY in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 1,561 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Whalerock Point Partners reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Whalerock Point Partners sold 2,462 Sysco shares in Q4 2025, an estimated $203K.
Whalerock Point Partners first reported a position in Sysco in Q3 2025 and held it in 1 quarter.
Whalerock Point Partners's Sysco position peaked at $203K in Q3 2025.
1,561 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Whalerock Point Partners's 13F filing for Q4 2025, filed 13 Feb 2026.