Sysco Corporation
MX ˙ BMV ˙ US8718291078
SecurityMX:SYY / Sysco Corporation
InstitutionBeacon Financial Group
Latest Disclosed Ownership8,931 shares
Latest Disclosed Value $ 637,031
Beacon Financial Group reports 1.17% decrease in ownership of SYY / Sysco Corporation

On April 30, 2026 - Beacon Financial Group filed a 13F-HR form disclosing ownership of 8,931 shares of Sysco Corporation (MX:SYY) valued at $637,031 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 1, 2026 disclosing 9,037 shares of Sysco Corporation. This represents a change in shares of -1.17% 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)
2026-04-30 2026-03-31 13F SYSCO COM 871829107 8,931 -106 -1.17 637 -4.21 0.0635
2026-04-01 2025-12-31 13F SYSCO COM 871829107 9,037 -1,318 -12.73 666 -21.95 0.0662
2025-10-08 2025-09-30 13F SYSCO COM 871829107 10,355 400 4.02 853 13.00 0.0839
2025-07-09 2025-06-30 13F SYSCO COM 871829107 9,955 3,554 55.52 754 57.08 0.0785
2025-04-10 2025-03-31 13F SYSCO COM 871829107 6,401 50 0.79 480 -1.03 0.0524
2025-01-29 2024-12-31 13F SYSCO COM 871829107 6,351 -29 -0.45 486 -2.61 0.0523
2024-11-12 2024-09-30 13F SYSCO COM 871829107 6,380 31 0.49 498 9.93 0.0539
2024-08-06 2024-06-30 13F SYSCO COM 871829107 6,349 79 1.26 453 -10.83 0.0516
2024-05-07 2024-03-31 13F SYSCO COM 871829107 6,270 -153 -2.38 509 8.32 0.0584
2024-02-23 2023-12-31 13F SYSCO COM 871829107 6,423 0 0.00 470 0.0573
2023-10-16 2023-09-30 13F SYSCO COM 871829107 6,423 -64 -0.99 0 0.0634
2023-07-20 2023-06-30 13F SYSCO COM 871829107 6,487 64 1.00 0 0.0643
2023-04-14 2023-03-31 13F SYSCO COM 871829107 6,423 -110 -1.68 0 0.0696
2023-01-19 2022-12-31 13F SYSCO COM 871829107 6,533 110 1.71 0 -100.00 0.0681
2022-10-13 2022-09-30 13F SYSCO COM 871829107 6,423 0 0.00 459 -15.16 0.0714
2022-07-19 2022-06-30 13F SYSCO COM 871829107 6,423 0 0.00 541 1.50 0.0805
2022-04-08 2022-03-31 13F SYSCO COM 871829107 6,423 0 0.00 533 5.13 0.0710
2022-01-07 2021-12-31 13F SYSCO COM 871829107 6,423 0 0.00 507 -2.50 0.0659
2021-10-13 2021-09-30 13F SYSCO COM 871829107 6,423 0 0.00 520 11.35 0.0698
2021-07-26 2021-06-30 13F SYSCO COM 871829107 6,423 -48 -0.74 467 -4.89 0.0661
2021-08-16 2021-03-31 13F SYSCO COM 871829107 6,471 0 0.00 491 0.00 0.0769
2021-01-15 2020-12-31 13F SYSCO COM 871829107 6,471 630 10.79 491 35.26 0.0769
2020-10-13 2020-09-30 13F SYSCO COM 871829107 5,841 -500 -7.89 363 5.22 0.0649
2020-08-05 2020-06-30 13F SYSCO COM 871829107 6,341 1,470 30.18 345 -17.27 0.0665
2020-01-17 2019-12-31 13F SYSCO COM 871829107 4,871 -300 -5.80 417 2.21 0.0523
2019-10-15 2019-09-30 13F SYSCO COM 871829107 5,171 0 0.00 408 11.48 0.0695
2019-07-15 2019-06-30 13F SYSCO COM 871829107 5,171 0 0.00 366 6.09 0.0624
2019-04-18 2019-03-31 13F SYSCO COM 871829107 5,171 -274 -5.03 345 1.77 0.0565
2019-01-16 2018-12-31 13F SYSCO COM 871829107 5,445 -144 -2.58 339 -17.11 0.0636
2018-10-10 2018-09-30 13F SYSCO COM 871829107 5,589 0 0.00 409 7.07 0.0690
2018-07-11 2018-06-30 13F SYSCO COM 871829107 5,589 -50 -0.89 382 13.02 0.0646
2018-04-06 2018-03-31 13F SYSCO COM 871829107 5,639 -39 -0.69 338 -2.03 0.0576
2018-01-03 2017-12-31 13F/A-1 SYSCO COM 871829107 5,678 0 0.00 345 12.75 0.0601
2018-01-03 2017-12-31 13F SYSCO COM 871829107 5,678 0 345
2017-10-03 2017-09-30 13F SYSCO COM 871829107 5,678 0 0.00 306 8.13 0.0552
2017-06-30 2017-06-30 13F SYSCO COM 871829107 5,678 -3,200 -36.04 283 -38.61 0.0537
2017-04-03 2017-03-31 13F SYSCO COM 871829107 8,878 -786 -8.13 461 -13.83 0.0881
2017-01-05 2016-12-31 13F SYSCO COM 871829107 9,664 0 0.00 535 12.87 0.1088
2016-10-03 2016-09-30 13F SYSCO COM 871829107 9,664 -500 -4.92 474 -7.06 0.0996
2016-07-12 2016-06-30 13F SYSCO COM 871829107 10,164 -515 -4.82 510 2.62 0.1113
2016-04-01 2016-03-31 13F SYSCO COM 871829107 10,679 -37,875 -78.01 497 -75.31 0.1074
2016-01-04 2015-12-31 13F SYSCO COM 871829107 48,554 -2,872 -5.58 2,013 0.55 0.4628
2015-10-02 2015-09-30 13F SYSCO COM 871829107 51,426 -46,099 -47.27 2,002 -45.32 0.4898
2015-07-01 2015-06-30 13F SYSCO COM 871829107 97,525 -3,242 -3.22 3,661 -5.06 0.7944
2015-04-02 2015-03-31 13F SYSCO COM 871829107 100,767 -7,378 -6.82 3,856 -11.42 0.8554
2015-01-15 2014-12-31 13F SYSCO COM 871829107 108,145 -6,732 -5.86 4,353 -0.11 0.9026
2014-10-02 2014-09-30 13F SYSCO COM 871829107 114,877 3,397 3.05 4,358 3.27 0.9448
2014-07-08 2014-06-30 13F SYSCO COM 871829107 111,480 -721 -0.64 4,220 4.53 0.9328
2014-04-23 2014-03-31 13F SYSCO COM 871829107 112,201 -4,588 -3.93 4,037 -5.70 0.8301
2014-02-10 2013-12-31 13F SYSCO COM 871829107 116,789 -2,146 -1.80 4,281 12.39 0.8237
2013-11-12 2013-09-30 13F SYSCO COM 871829107 118,935 118,935 3,809 0.8199
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.