SYY β€” SYSCO CORP

Ownership history in L.M. KOHN & COMPANY  Β·  14 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported SYSCO CORP (SYY) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.18% in 2023 Q4. The latest visible filing shows SYY at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SYY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in SYSCO CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

SYY was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L.M. KOHN & COMPANY held SYY β€” position size vs. price
% of Fund (quarterly)    SYY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 7,829 -100 -1.3% 0.16% $593K 2025-08-04 $77.79
2025 Q1 ADDED 7,929 +188 +2.4% 0.16% $595K 2025-04-21 $69.44
2024 Q4 ADDED 7,741 +2 +0.0% 0.15% $592K 2025-01-30 $70.81
2024 Q3 ADDED 7,739 +179 +2.4% 0.15% $604K 2024-11-14 $71.88
2024 Q2 ADDED 7,560 +33 +0.4% 0.15% $540K 2024-07-31 $73.01
2024 Q1 REDUCED 7,527 -24 -0.3% 0.17% $611K 2024-04-25 $72.88
2023 Q4 ADDED 7,551 +125 +1.7% 0.18% $552K 2024-02-09 $74.75
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY and SYY

These are the practical questions this page is built to answer before you even open the full history table.

How long has L.M. KOHN & COMPANY reported owning SYY?

L.M. KOHN & COMPANY reported SYY across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported SYY position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for SYY was 0.18% in 2023 Q4.

What is the latest reported SYY position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 7,829 shares, equal to 0.16% of portfolio, with an estimated market value of $593K.

What does the chart on this SYY ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly SYY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to L.M. KOHN & COMPANY Holdings