Sysco Corporation
MX ˙ BMV ˙ US8718291078
SecurityMX:SYY / Sysco Corporation
InstitutionHowe & Rusling Inc
Latest Disclosed Ownership5,069 shares
Latest Disclosed Value $ 361,540
Howe & Rusling Inc reports 62.78% increase in ownership of SYY / Sysco Corporation

On April 28, 2026 - Howe & Rusling Inc filed a 13F-HR form disclosing ownership of 5,069 shares of Sysco Corporation (MX:SYY) valued at $361,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 3,114 shares of Sysco Corporation. This represents a change in shares of 62.78% 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 COM 871829107 5,069 1,955 62.78 362 57.64 0.0236
2026-02-14 2025-12-31 13F SYSCO COM 871829107 3,114 590 23.38 229 10.63 0.0152
2025-11-05 2025-09-30 13F SYSCO COM 871829107 2,524 2,524 208 0.0142
2025-06-17 2025-03-31 13F SYSCO COM 871829107 0 -2,904 -100.00 0 -100.00
2025-02-12 2024-12-31 13F SYSCO COM 871829107 2,904 2,904 222 0.0191
2023-02-15 2022-12-31 13F SYSCO COM 871829107 0 -495 -100.00 0 -100.00
2022-11-14 2022-09-30 13F SYSCO COM 871829107 495 20 4.21 35 -12.50 0.0046
2022-08-15 2022-06-30 13F SYSCO COM 871829107 475 0 0.00 40 2.56 0.0051
2022-05-10 2022-03-31 13F SYSCO COM 871829107 475 0 0.00 39 5.41 0.0045
2022-02-14 2021-12-31 13F SYSCO COM 871829107 475 -18 -3.65 37 -5.13 0.0043
2021-11-15 2021-09-30 13F SYSCO COM 871829107 493 18 3.79 39 5.41 0.0049
2021-08-13 2021-06-30 13F SYSCO COM 871829107 475 -100 -17.39 37 -17.78 0.0047
2021-05-13 2021-03-31 13F SYSCO COM 871829107 575 0 0.00 45 4.65 0.0061
2021-02-08 2020-12-31 13F SYSCO COM 871829107 575 375 187.50 43 258.33 0.0065
2020-11-06 2020-09-30 13F SYSCO COM 871829107 200 0 0.00 12 9.09 0.0021
2020-07-15 2020-06-30 13F SYSCO COM 871829107 200 -500 -71.43 11 -65.62 0.0020
2020-05-14 2020-03-31 13F SYSCO COM 871829107 700 0 0.00 32 -46.67 0.0069
2020-02-05 2019-12-31 13F SYSCO COM 871829107 700 0 0.00 60 7.14 0.0099
2019-10-31 2019-09-30 13F SYSCO COM 871829107 700 0 0.00 56 12.00 0.0098
2019-08-12 2019-06-30 13F SYSCO COM 871829107 700 0 0.00 50 6.38 0.0086
2019-04-29 2019-03-31 13F SYSCO COM 871829107 700 0 0.00 47 6.82 0.0081
2019-02-04 2018-12-31 13F SYSCO COM 871829107 700 0 0.00 44 -13.73 0.0093
2018-11-07 2018-09-30 13F SYSCO COM 871829107 700 0 0.00 51 6.25 0.0085
2018-07-31 2018-06-30 13F SYSCO COM 871829107 700 -209 -22.99 48 -11.11 0.0087
2018-05-14 2018-03-31 13F SYSCO COM 871829107 909 -111 -10.88 54 -12.90 0.0098
2018-01-24 2017-12-31 13F SYSCO COM 871829107 1,020 20 2.00 62 14.81 0.0113
2017-10-18 2017-09-30 13F SYSCO COM 871829107 1,000 -1,060 -51.46 54 -48.08 0.0100
2017-07-13 2017-06-30 13F SYSCO COM 871829107 2,060 -535 -20.62 104 -22.96 0.0211
2017-04-18 2017-03-31 13F SYSCO COM 871829107 2,595 1,162 81.09 135 70.89 0.0270
2017-01-20 2016-12-31 13F SYSCO COM 871829107 1,433 12 0.84 79 12.86 0.0173
2016-10-17 2016-09-30 13F SYSCO COM 871829107 1,421 -272 -16.07 70 -18.60 0.0151
2016-08-23 2016-06-30 13F SYSCO COM 871829107 1,693 -28 -1.63 86 7.50 0.0189
2016-05-16 2016-03-31 13F SYSCO COM 871829107 1,721 -34 -1.94 80 11.11 0.0180
2016-02-11 2015-12-31 13F SYSCO COM 871829107 1,755 -11 -0.62 72 4.35 0.0165
2015-11-10 2015-09-30 13F SYSCO COM 871829107 1,766 -560 -24.08 69 -17.86 0.0171
2015-07-22 2015-06-30 13F SYSCO COM 871829107 2,326 286 14.02 84 9.09 0.0183
2015-04-29 2015-03-31 13F SYSCO COM 871829107 2,040 2,040 0.00 77 0.0173
2015-01-30 2014-12-31 13F SYSCO COM 871829107 0 -1,953 -100.00 0 -100.00
2014-10-31 2014-09-30 13F SYSCO COM 871829107 1,953 1,407 257.69 74 270.00 0.0173
2014-07-31 2014-06-30 13F SYSCO COM 871829107 546 196 56.00 20 53.85 0.0045
2014-05-07 2014-03-31 13F SYSCO COM 871829107 350 0 0.00 13 0.00 0.0032
2014-07-31 2013-12-31 13F/A-12 SYSCO COM 871829107 350 350 0.00 13 8.33 0.0033
2014-02-07 2013-12-31 13F SYSCO COM 871829107 1,050 38
2013-11-08 2013-09-30 13F SYSCO COM 871829107 0 -350 -100.00 0 -100.00
2013-08-14 2013-06-30 13F SYSCO COM 871829107 350 350 12 0.0033
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.