Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  Sysco Corp. (SYY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,234,872 1.17 Add 0.92% 0.01 $71.33 $88,083,420 SEC
2025   Q4 1,223,605 1.26 Reduce 2.33% 0.03 $73.69 $90,167,452 SEC
2025   Q3 1,252,756 1.42 Reduce 4.97% 0.07 $82.34 $103,151,929 SEC
2025   Q2 1,318,241 1.34 Reduce 2.49% 0.03 $75.74 $99,843,573 SEC
2025   Q1 1,351,919 1.33 Reduce 0.48% <0.01 $75.04 $101,448,002 SEC
2024   Q4 1,358,379 1.21 Reduce 0.99% 0.01 $76.46 $103,861,658 SEC
2024   Q3 1,371,896 1.10 Reduce 6.75% 0.07 $78.06 $107,090,202 SEC
2024   Q2 1,471,156 0.99 Reduce 0.75% <0.01 $71.39 $105,025,827 SEC
2024   Q1 1,482,308 1.08 Reduce 2.19% 0.02 $81.18 $120,333,763 SEC
2023   Q4 1,515,425 1.03 Reduce 0.35% <0.01 $73.13 $110,823,030 SEC
2023   Q3 1,520,742 0.99 Reduce 0.03% <0.01 $66.05 $100,445,009 SEC
2023   Q2 1,521,152 1.07 Add 0.90% <0.01 $74.20 $112,869,478 SEC
2023   Q1 1,507,581 1.15 Reduce 0.22% <0.01 $77.23 $116,430,481 SEC
2022   Q4 1,510,972 1.15 Reduce 21.60% 0.32 $76.45 $115,513,809 SEC
2022   Q3 1,927,290 1.49 Reduce 53.14% 1.92 $70.71 $136,279,000 SEC
2022   Q2 4,112,857 3.61 Reduce 11.71% 0.40 $84.71 $348,400,000 SEC
2022   Q1 4,658,542 3.39 Reduce 2.78% 0.09 $81.65 $380,370,000 SEC
2021   Q4 4,791,629 3.35 Reduce 11.75% 0.48 $78.55 $376,382,000 SEC
2021   Q3 5,429,302 4.10 Reduce 0.53% 0.02 $78.50 $426,200,000 SEC
2021   Q2 5,458,276 4.12 Reduce 7.86% 0.38 $77.75 $424,381,000 SEC
2021   Q1 5,924,134 4.87 Reduce 0.01% <0.01 $78.74 $466,466,000 SEC
2020   Q4 5,924,876 5.44 Reduce 1.45% 0.08 $74.26 $439,981,000 SEC
2020   Q3 6,011,776 5.55 Add 4.61% 0.24 $62.22 $374,053,000 SEC
2020   Q2 5,746,714 5.01 Reduce 6.67% 0.31 $54.66 $314,115,000 SEC
2020   Q1 6,157,606 4.66 Add 61.89% 1.78 $45.63 $280,972,000 SEC
2019   Q4 3,803,650 4.11 Reduce 5.72% 0.23 $85.54 $325,364,000 SEC
2019   Q3 4,034,313 3.94 Reduce 1.47% 0.05 $79.40 $320,324,000 SEC
2019   Q2 4,094,660 3.48 Reduce 1.46% 0.05 $70.72 $289,574,000 SEC
2019   Q1 4,155,469 3.43 Reduce 0.58% 0.02 $66.76 $277,419,000 SEC
2018   Q4 4,179,518 3.34 Add 3.27% 0.11 $62.66 $261,889,000 SEC
2018   Q3 4,047,072 3.55 Reduce 8.13% 0.30 $73.25 $296,448,000 SEC
2018   Q2 4,405,225 3.74 Reduce 43.02% 2.05 $68.29 $300,833,000 SEC
2018   Q1 7,731,712 4.77 Reduce 3.16% 0.15 $59.96 $463,593,000 SEC
2017   Q4 7,983,976 4.67 Reduce 26.97% 1.54 $60.73 $484,867,000 SEC
2017   Q3 10,933,113 5.70 Reduce 0.36% 0.02 $53.95 $589,841,000 SEC
2017   Q2 10,972,313 5.37 Reduce 0.68% 0.04 $50.33 $552,236,000 SEC
2017   Q1 11,047,757 5.36 Reduce 2.03% 0.12 $51.92 $573,600,000 SEC
2016   Q4 11,276,797 5.67 Reduce 21.11% 1.29 $55.37 $624,396,000 SEC
2016   Q3 14,293,893 6.09 Reduce 3.63% 0.23 $49.01 $700,544,000 SEC
2016   Q2 14,831,661 6.23 Reduce 14.55% 0.92 $50.74 $752,558,000 SEC
2016   Q1 17,358,134 6.31 Reduce 15.62% 1.00 $46.73 $811,146,000 SEC
2015   Q4 20,571,055 6.39 Reduce 20.32% 1.34 $41.00 $843,413,000 SEC
2015   Q3 25,815,789 6.60 Reduce 23.98% 1.57 $38.97 $1,006,041,000 SEC
2015   Q2 33,960,032 6.54 Add 8.17% 0.49 $36.10 $1,225,957,000 SEC
2015   Q1 31,396,386 5.48 Reduce 0.74% 0.04 $37.73 $1,184,586,000 SEC
2014   Q4 31,631,921 5.25 Reduce 0.26% 0.01 $39.69 $1,255,471,000 SEC
2014   Q3 31,713,072 5.14 Reduce 0.70% 0.03 $37.95 $1,203,511,000 SEC
2014   Q2 31,935,685 4.97 Reduce 0.03% <0.01 $37.45 $1,195,991,000 SEC
2014   Q1 31,945,085 4.90 Reduce 0.47% 0.02 $36.13 $1,154,176,000 SEC
2013   Q4 32,096,635 4.84 Reduce 2.94% 0.14 $36.10 $1,158,689,000 SEC
2013   Q3 33,069,530 4.77 Add 1.16% 0.05 $31.83 $1,052,603,000 SEC
2013   Q2 32,690,269 5.37 Add 7.55% 0.38 $34.16 $1,116,700,000 SEC
2013   Q1 30,394,044 5.56 Add 6.23% 0.33 $35.17 $1,068,959,000 SEC
2012   Q4 28,611,438 5.53 Add 0.18% <0.01 $31.66 $905,838,000 SEC
2012   Q3 28,561,129 5.46 Add 1.61% 0.09 $31.27 $893,106,000 SEC
2012   Q2 28,109,748 5.49 Add 10.05% 0.50 $29.81 $837,952,000 SEC
2012   Q1 25,542,997 5.24 Add 60.60% 1.98 $29.86 $762,714,000 SEC
2011   Q4 15,904,957 3.84 Add 8.32% 0.29 $29.33 $466,492,000 SEC
2011   Q3 14,683,359 3.89 Add 19.87% 0.64 $25.90 $380,299,000 SEC
2011   Q2 12,249,689 4.05 Add 12.47% 0.45 $31.18 $381,945,000 SEC
2011   Q1 10,891,089 3.83 Add 124.57% 2.12 $27.70 $301,683,000 SEC
2010   Q4 4,849,706 2.46 Add 49.79% 0.82 $29.40 $142,581,000 SEC
2010   Q3 3,237,720 2.04 Add 0.94% 0.02 $28.52 $92,340,000 SEC
2010   Q2 3,207,604 2.59 Add 32.03% 0.63 $28.57 $91,641,000 SEC
2010   Q1 2,429,374 2.31 Buy 2.31 $29.50 $71,667,000 SEC