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Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

SYY holding history

Sysco Corp in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SYY overviewAll 13F holders of SYYFull Q2 2026 holdings

Shares (Q2 2026)
127,602
Value
$10.7M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of SYY by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026127,602$10.7M0.6%−175−0.1%ReducedHolders
Q1 2026127,777$9.11M0.5%+460.0%AddedHolders
Q4 2025127,731$9.41M0.5%+2,178+1.7%AddedHolders
Q3 2025125,553$10.3M0.6%+447+0.4%AddedHolders
Q2 2025125,106$9.48M0.6%−700−0.6%ReducedHolders
Q1 2025125,806$9.44M0.6%+246+0.2%AddedHolders
Q4 2024125,560$9.60M0.6%−1,250−1.0%ReducedHolders
Q3 2024126,810$9.90M0.6%−110.0%ReducedHolders
Q2 2024126,821$9.05M0.6%−559−0.4%ReducedHolders
Q1 2024127,380$10.3M0.7%−815−0.6%ReducedHolders
Q4 2023128,195$9.37M0.7%+1,160+0.9%AddedHolders
Q3 2023127,035$8.39M0.7%−178−0.1%ReducedHolders
Q2 2023127,213$9.44M0.7%−1,334−1.0%ReducedHolders
Q1 2023128,547$9.93M0.8%−500−0.4%ReducedHolders
Q4 2022129,047$9.87M0.8%−68−0.1%ReducedHolders
Q3 2022129,115$9.13M0.8%−66−0.1%ReducedHolders
Q2 2022129,181$10.9M0.9%+3,413+2.7%AddedHolders
Q1 2022125,768$10.3M0.9%00.0%UnchangedHolders
Q4 2021125,768$9.88M0.8%−1,810−1.4%ReducedHolders
Q3 2021127,578$10.0M0.9%−200.0%ReducedHolders
Q2 2021127,598$9.92M0.9%00.0%UnchangedHolders
Q1 2021127,598$10.0M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.