Beacon Investment Advisors’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.8M Sell
21,580
-21
-0.1% -$1.59K 0.57% 42
2026
Q1
$1.54M Sell
21,601
-68
-0.3% -$5.62K 0.58% 51
2025
Q4
$1.6M Sell
21,669
-110
-0.5% -$8.37K 0.64% 45
2025
Q3
$1.79M Buy
21,779
+106
+0.5% +$8.48K 0.73% 37
2025
Q2
$1.63M Buy
21,673
+100
+0.5% +$7.26K 0.7% 43
2025
Q1
$1.62M Buy
21,573
+107
+0.5% +$7.84K 0.76% 36
2024
Q4
$1.64M Sell
21,466
-427
-2% -$32.7K 0.77% 38
2024
Q3
$1.71M Sell
21,893
-389
-2% -$29.2K 0.81% 37
2024
Q2
$1.59M Buy
22,282
+29
+0.1% +$2.17K 0.81% 39
2024
Q1
$1.81M Sell
22,253
-2,427
-10% -$191K 1.03% 28
2023
Q4
$1.8M Buy
24,680
+133
+0.5% +$9.18K 1.15% 26
2023
Q3
$1.62M Buy
24,547
+114
+0.5% +$8.19K 1.15% 27
2023
Q2
$1.81M Sell
24,433
-342
-1% -$25.3K 1.24% 20
2023
Q1
$1.91M Buy
24,775
+2,716
+12% +$208K 1.4% 18
2022
Q4
$1.69M Buy
+22,059
New +$1.78M 1.41% 19

Other funds holding SYY

Beacon Investment Advisors's SYY Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Sysco (SYY) stake by 0.1% in Q2 2026, selling an estimated $1.59K and leaving 21,580 shares worth $1.8M. The position accounts for 0.57% of the portfolio, ranked #42.

Beacon Investment Advisors first reported a position in SYY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q1 2023. 1,635 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Beacon Investment Advisors held 21,580 shares of Sysco worth $1.8M as of Q2 2026.
  • Beacon Investment Advisors sold 21 Sysco shares in Q2 2026, an estimated $1.59K.
  • Sysco made up 0.57% of Beacon Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Beacon Investment Advisors first reported a position in Sysco in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Sysco position peaked at $1.91M in Q1 2023.
  • 1,635 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.