SYY SYSCO CORP COM Common

Ownership history in Obermeyer Wealth Partners  ·  20 quarters on record

AI Ownership Summary

Obermeyer Wealth Partners reported SYSCO CORP COM Common (SYY) in 20 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows SYY at 0.02% 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 Obermeyer Wealth Partners's position in SYSCO CORP COM Common, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

How Obermeyer Wealth Partners held SYY — position size vs. price
% of Fund (quarterly)    SYY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,897 -1,701 -30.4% 0.02% $321K 2025-10-27 $77.43
2025 Q2 REDUCED 5,598 -20,376 -78.4% 0.02% $424K 2025-08-05 $78.16
2025 Q1 REDUCED 25,974 -1,570 -5.7% 0.10% $1.9M 2025-05-06 $68.57
2024 Q4 ADDED 27,544 +323 +1.2% 0.11% $2.1M 2025-02-14 $69.16
2024 Q3 ADDED 27,221 +191 +0.7% 0.11% $2.1M 2024-11-05 $73.77
2024 Q2 REDUCED 27,030 -96 -0.4% 0.11% $1.9M 2024-08-01 $72.76
2024 Q1 ADDED 27,126 +23,464 +640.7% 0.13% $2.2M 2024-05-07 $72.23
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Obermeyer Wealth Partners and SYY

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

How long has Obermeyer Wealth Partners reported owning SYY?

Obermeyer Wealth Partners reported SYY across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SYY position in Obermeyer Wealth Partners's portfolio?

The largest reported portfolio weight for SYY was 0.13% in 2024 Q1.

What is the latest reported SYY position on this page?

The most recent filing on this page is 2025 Q3, when Obermeyer Wealth Partners reported 3,897 shares, equal to 0.02% of portfolio, with an estimated market value of $321K.

What does the chart on this SYY ownership page compare?

The chart compares Obermeyer Wealth Partners'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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