Sysco Corporation
MX ˙ BMV ˙ US8718291078
SecurityMX:SYY / Sysco Corporation
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership29,219 shares
Latest Disclosed Value $ 2,084
Appleton Partners Inc/ma reports 0.74% decrease in ownership of SYY / Sysco Corporation

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 29,219 shares of Sysco Corporation (MX:SYY) valued at $2,084 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 29,438 shares of Sysco Corporation. This represents a change in shares of -0.74% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F SYSCO CORP COM CS 871829107 29,219 -219 -0.74 2 0.00 0.1454
2026-01-09 2025-12-31 13F SYSCO CORP COM CS 871829107 29,438 100 0.34 2 0.00 0.1429
2025-11-05 2025-09-30 13F SYSCO CS 871829107 29,338 -138 -0.47 2 0.00 0.1621
2025-07-22 2025-06-30 13F SYSCO CS 871829107 29,476 -1,532 -4.94 2 0.00 0.1579
2025-04-22 2025-03-31 13F SYSCO CS 871829107 31,008 6,664 27.37 2 100.00 0.1798
2025-01-28 2024-12-31 13F SYSCO CS 871829107 24,344 -317 -1.29 2 0.00 0.1376
2024-10-01 2024-09-30 13F SYSCO CS 871829107 24,661 -1,127 -4.37 2 0.00 0.1416
2024-07-02 2024-06-30 13F SYSCO CS 871829107 25,788 -327 -1.25 2 -50.00 0.1418
2024-04-01 2024-03-31 13F SYSCO CS 871829107 26,115 -1,018 -3.75 2 100.00 0.1645
2024-01-02 2023-12-31 13F SYSCO CS 871829107 27,133 215 0.80 2 0.00 0.1600
2023-10-03 2023-09-30 13F SYSCO CS 871829107 26,918 56 0.21 2 0.00 0.1580
2023-07-10 2023-06-30 13F SYSCO CS 871829107 26,862 2,674 11.06 2 0.00 0.1683
2023-04-10 2023-03-31 13F SYSCO CS 871829107 24,188 3,820 18.75 2 0.00 0.1662
2023-01-19 2022-12-31 13F SYSCO CS 871829107 20,368 -450 -2.16 2 -99.93 0.1475
2022-10-27 2022-09-30 13F SYSCO CS 871829107 20,818 632 3.13 1,472 -13.92 0.1472
2022-07-08 2022-06-30 13F SYSCO CS 871829107 20,186 -1,790 -8.15 1,710 -4.68 0.1617
2022-04-05 2022-03-31 13F SYSCO CS 871829107 21,976 -305 -1.37 1,794 2.51 0.1467
2022-02-03 2021-12-31 13F SYSCO CS 871829107 22,281 -1,005 -4.32 1,750 -4.27 0.1317
2021-10-14 2021-09-30 13F SYSCO CS 871829107 23,286 220 0.95 1,828 1.95 0.1522
2021-07-07 2021-06-30 13F SYSCO CS 871829107 23,066 -270 -1.16 1,793 -2.40 0.1527
2021-04-19 2021-03-31 13F SYSCO CORP COM CS 871829107 23,336 -638 -2.66 1,837 3.20 0.1708
2021-01-19 2020-12-31 13F SYSCO CORP COM CS 871829107 23,974 -930 -3.73 1,780 14.84 0.1752
2020-10-14 2020-09-30 13F SYSCO CORP COM COM 871829107 24,904 -1,745 -6.55 1,550 6.38 0.1712
2020-08-14 2020-06-30 13F SYSCO CORP COM COM 871829107 26,649 -538 -1.98 1,457 17.41 0.1745
2020-05-04 2020-03-31 13F SYSCO CORP COM COM 871829107 27,187 -1,460 -5.10 1,241 -49.35 0.1720
2020-01-13 2019-12-31 13F SYSCO CORP COM COM 871829107 28,647 215 0.76 2,450 8.50 0.2691
2019-11-04 2019-09-30 13F SYSCO CORP COM COM 871829107 28,432 752 2.72 2,258 15.32 0.2726
2019-07-25 2019-06-30 13F SYSCO CORP COM COM 871829107 27,680 2,458 9.75 1,958 16.27 0.2420
2019-04-17 2019-03-31 13F SYSCO CORP COM COM 871829107 25,222 4,495 21.69 1,684 29.64 0.2232
2019-01-17 2018-12-31 13F SYSCO CORP COM COM 871829107 20,727 1,995 10.65 1,299 -5.32 0.1945
2018-10-09 2018-09-30 13F SYSCO CORP COM COM 871829107 18,732 1,937 11.53 1,372 19.62 0.1827
2018-08-08 2018-06-30 13F SYSCO CORP COM COM 871829107 16,795 2,650 18.73 1,147 35.26 0.1642
2018-04-11 2018-03-31 13F SYSCO CORP COM COM 871829107 14,145 2,012 16.58 848 15.06 0.1287
2018-01-12 2017-12-31 13F SYSCO CORP COM COM 871829107 12,133 6,383 111.01 737 137.74 0.1143
2017-10-12 2017-09-30 13F SYSCO CORP COM COM 871829107 5,750 5,750 310 0.0522
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.