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CARLSON FINANCIAL, INC.’s Sysco SYY Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$486K Sell
5,814
-73
-1% -$5.53K 0.25% 88
2026
Q1 		$420K Sell
5,887
-926
-14% -$76.5K 0.25% 96
2025
Q4 		$502K Buy
+6,813
New +$518K 0.29% 84

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s SYY Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Sysco (SYY) stake by 1.2% in Q2 2026, selling an estimated $5.53K and leaving 5,814 shares worth $486K. The position accounts for 0.25% of the portfolio, ranked #88.

CARLSON FINANCIAL, INC. first reported a position in SYY in Q4 2025 and has held it in 3 quarters since. The position peaked at $502K in Q4 2025. 1,631 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 5,814 shares of Sysco worth $486K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 73 Sysco shares in Q2 2026, an estimated $5.53K.
  • Sysco made up 0.25% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #88 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Sysco in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Sysco position peaked at $502K in Q4 2025.
  • 1,631 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.