Sysco Corporation
MX ˙ BMV ˙ US8718291078
SecurityMX:SYY / Sysco Corporation
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership6,863 shares
Latest Disclosed Value $ 489,564
IHT Wealth Management, LLC reports 12.27% increase in ownership of SYY / Sysco Corporation

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 6,863 shares of Sysco Corporation (MX:SYY) valued at $489,564 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,113 shares of Sysco Corporation. This represents a change in shares of 12.27% 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)
2026-05-15 2026-03-31 13F Sysco COM 871829107 6,863 750 12.27 490 8.67 0.0113
2026-02-17 2025-12-31 13F Sysco COM 871829107 6,113 1,772 40.82 451 26.05 0.0109
2025-11-14 2025-09-30 13F Sysco COM 871829107 4,341 -2,803 -39.24 357 -34.01 0.0090
2025-08-14 2025-06-30 13F Sysco COM 871829107 7,144 1,230 20.80 541 22.12 0.0149
2025-05-15 2025-03-31 13F Sysco COM 871829107 5,914 -164 -2.70 444 -4.53 0.0139
2025-02-14 2024-12-31 13F Sysco COM 871829107 6,078 -719 -10.58 465 -12.45 0.0150
2024-11-14 2024-09-30 13F Sysco COM 871829107 6,797 2,124 45.45 530 59.16 0.0150
2024-08-14 2024-06-30 13F SYSCO COM 871829107 4,673 26 0.56 334 -11.67 0.0124
2024-05-15 2024-03-31 13F Sysco COM 871829107 4,647 141 3.13 377 14.59 0.0151
2024-02-14 2023-12-31 13F SYSCO COM 871829107 4,506 -34 -0.75 330 10.03 0.0147
2023-11-14 2023-09-30 13F SYSCO COM 871829107 4,540 -1,029 -18.48 300 -27.60 0.0152
2023-08-15 2023-06-30 13F SYSCO COM 871829107 5,569 11 0.20 413 -3.73 0.0215
2023-05-15 2023-03-31 13F SYSCO COM 871829107 5,558 1,117 25.15 429 26.55 0.0245
2023-02-15 2022-12-31 13F SYSCO COM 871829107 4,441 980 28.32 339 38.37 0.0213
2022-11-22 2022-09-30 13F SYSCO COM 871829107 3,461 299 9.46 245 -8.58 0.0186
2022-08-15 2022-06-30 13F SYSCO COM 871829107 3,162 0 0.00 268 3.88 0.0236
2022-05-16 2022-03-31 13F SYSCO COM 871829107 3,162 1 0.03 258 4.03 0.0196
2022-02-14 2021-12-31 13F SYSCO COM 871829107 3,161 0 0.00 248 0.00 0.0183
2021-11-15 2021-09-30 13F SYSCO COM 871829107 3,161 -874 -21.66 248 -21.02 0.0202
2021-08-16 2021-06-30 13F SYSCO COM 871829107 4,035 378 10.34 314 9.03 0.0199
2021-05-18 2021-03-31 13F SYSCO COM 871829107 3,657 -253 -6.47 288 -0.69 0.0207
2021-02-17 2020-12-31 13F SYSCO COM 871829107 3,910 -37 -0.94 290 17.89 0.0241
2020-11-19 2020-09-30 13F SYSCO COM 871829107 3,947 236 6.36 246 21.18 0.0247
2020-08-14 2020-06-30 13F SYSCO COM 871829107 3,711 -346 -8.53 203 -41.50 0.0278
2020-02-18 2019-12-31 13F SYSCO COM 871829107 4,057 -385 -8.67 347 -1.70 0.0411
2019-11-15 2019-09-30 13F SYSCO COM 871829107 4,442 459 11.52 353 25.18 0.0480
2019-08-12 2019-06-30 13F SYSCO COM 871829107 3,983 229 6.10 282 12.35 0.0409
2019-05-16 2019-03-31 13F SYSCO COM 871829107 3,754 -715 -16.00 251 -10.36 0.0418
2019-02-14 2018-12-31 13F SYSCO COM 871829107 4,469 -700 -13.54 280 -26.12 0.0539
2018-11-14 2018-09-30 13F SYSCO COM 871829107 5,169 -69 -1.32 379 5.87 0.0820
2018-08-13 2018-06-30 13F SYSCO COM 871829107 5,238 304 6.16 358 24.31 0.0915
2018-05-14 2018-03-31 13F SYSCO COM 871829107 4,934 153 3.20 288 -2.04 0.0773
2018-02-14 2017-12-31 13F SYSCO COM 871829107 4,781 71 1.51 294 15.75 0.0778
2017-11-14 2017-09-30 13F SYSCO COM 871829107 4,710 -325 -6.45 254 8,366.67 0.1081
2017-08-14 2017-06-30 13F/A-1 SYSCO COM 871829107 5,035 2,840 129.38 3 -97.35 0.0015
2017-08-14 2017-06-30 13F SYSCO COM 871829107 5,035 2,840 1,722
2017-05-15 2017-03-31 13F SYSCO COM 871829107 2,195 -118 -5.10 113 -11.02 0.0753
2017-02-14 2016-12-31 13F SYSCO COM 871829107 2,313 2,313 127 0.0960
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.