SYY — SYSCO CORP

Ownership history in Northwest Quadrant Wealth Management, LLC  ·  36 quarters on record

AI Ownership Summary

Northwest Quadrant Wealth Management, LLC reported SYSCO CORP (SYY) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows SYY at 0.05% 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 Northwest Quadrant Wealth Management, LLC'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 Q3

SYY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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 Q3

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.

SYY stock page Northwest Quadrant Wealth Management, LLC fund profile Northwest Quadrant Wealth Management, LLC full holdings
How Northwest Quadrant Wealth Management, LLC held SYY — position size vs. price
% of Fund (quarterly)    SYY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,603 -205 -7.3% 0.05% $214K 2025-11-12 $74.31
2025 Q2 ADDED 2,808 +7 +0.2% 0.05% $213K 2025-07-29 $76.72
2025 Q1 REDUCED 2,801 -197 -6.6% 0.05% $210K 2025-05-12 $69.92
2024 Q4 REDUCED 2,998 -195 -6.1% 0.05% $229K 2025-02-14 $68.65
2024 Q3 ADDED 3,193 +6 +0.2% 0.06% $249K 2024-10-04 $72.32
2024 Q2 REDUCED 3,187 -427 -11.8% 0.06% $228K 2024-07-12 $68.75
2024 Q1 REDUCED 3,614 -603 -14.3% 0.07% $293K 2024-04-12 $71.16
2023 Q4 ADDED 4,217 +14 +0.3% 0.08% $308K 2024-01-10 $70.51
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SYY

As of 2026 Q1 — sorted by position size

GEM Asset Management, LLC 3Y 13.0% Clark & Stuart, Inc 4.45% BOSTON RESEARCH & MANAGEMENT INC 3Y 7Y 1.15% Stockman Wealth Management, Inc. 3Y 7Y 1.05% Harrington Investments, INC 3Y 7Y 0.95% JACOBS & CO/CA 3Y 7Y 0.84% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.8% LYNCH & ASSOCIATES/IN 3Y 7Y 0.77% Gilman Hill Asset Management, LLC 3Y 7Y 0.72% Graves Light Lenhart Wealth, Inc. 3Y 7Y 0.72%

FAQ About Northwest Quadrant Wealth Management, LLC and SYY

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

How long has Northwest Quadrant Wealth Management, LLC reported owning SYY?

Northwest Quadrant Wealth Management, LLC reported SYY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SYY position in Northwest Quadrant Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SYY was 0.08% in 2023 Q4.

What is the latest reported SYY position on this page?

The most recent filing on this page is 2025 Q3, when Northwest Quadrant Wealth Management, LLC reported 2,603 shares, equal to 0.05% of portfolio, with an estimated market value of $214K.

What does the chart on this SYY ownership page compare?

The chart compares Northwest Quadrant Wealth Management, LLC'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.

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