BIA
SYY icon

Beacon Investment Advisors’s Sysco SYY Stock Holding History

Beacon Investment Advisors’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Investment Advisors's SYY Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Sysco (SYY) stake by 0.31% in Q1 2026, selling an estimated $5.62K and leaving 21,601 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #51.

Beacon Investment Advisors first reported a position in SYY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q1 2023. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Beacon Investment Advisors held 21,601 shares of Sysco worth $1.54M as of Q1 2026.
  • Beacon Investment Advisors sold 68 Sysco shares in Q1 2026, an estimated $5.62K.
  • Sysco made up 0.58% of Beacon Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • Beacon Investment Advisors first reported a position in Sysco in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Sysco position peaked at $1.91M in Q1 2023.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.