Willner & Heller’s Sysco SYY Stock Holding History

Willner & Heller’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	-2,606	Closed	-$215K	–	172
2025 Q3	$215K	Sell	2,606 -346	-12%	-$27.7K	0.16%	150
2025 Q2	$224K	Buy	2,952 +21	+0.7%	+$1.52K	0.19%	139
2025 Q1	$220K	Buy	2,931 +172	+6%	+$12.6K	0.2%	139
2024 Q4	$211K	Buy	2,759 +14	+0.5%	+$1.07K	0.18%	148
2024 Q3	$214K	Buy	+2,745	New	+$206K	0.19%	145
2024 Q2	–	Sell	-2,968	Closed	-$241K	–	148
2024 Q1	$241K	Buy	2,968 +15	+0.5%	+$1.18K	0.24%	126
2023 Q4	$216K	Buy	+2,953	New	+$204K	0.24%	125
2022 Q4	$259K	Buy	3,391 +15	+0.4%	+$1.21K	0.37%	103
2022 Q3	$239K	Buy	3,376 +64	+2%	+$5.33K	0.39%	101
2022 Q2	$281K	Buy	3,312 +30	+0.9%	+$2.51K	0.44%	86
2022 Q1	$258K	Sell	3,282 -68	-2%	-$5.5K	0.32%	113
2021 Q4	$263K	Buy	+3,350	New	+$258K	0.35%	105

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

Willner & Heller's SYY Position: Q4 2025 in Review

Willner & Heller sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,606 shares — an estimated $215K sold.

Willner & Heller first reported a position in SYY in Q4 2021 and held it in 12 quarters. The position peaked at $281K in Q2 2022. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Willner & Heller reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Willner & Heller sold 2,606 Sysco shares in Q4 2025, an estimated $215K.
Willner & Heller first reported a position in Sysco in Q4 2021 and held it in 12 quarters.
Willner & Heller's Sysco position peaked at $281K in Q2 2022.
1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Willner & Heller's 13F filing for Q4 2025, filed 12 Jan 2026.