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Beaumont Financial Advisors’s Sysco SYY Stock Holding History

Beaumont Financial 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
Q2 		$226K Buy
+2,700
New +$204K 0.01% 345
2025
Q4 		– Sell
-2,641
Closed -$217K – 410
2025
Q3 		$217K Buy
+2,641
New +$211K 0.01% 379
2025
Q2 		– Sell
-3,334
Closed -$250K – 394
2025
Q1 		$250K Sell
3,334
-49
-1% -$3.59K 0.02% 319
2024
Q4 		$259K Buy
3,383
+340
+11% +$26K 0.02% 316
2024
Q3 		$238K Sell
3,043
-107
-3% -$8.04K 0.02% 314
2024
Q2 		$225K Buy
3,150
+61
+2% +$4.56K 0.02% 326
2024
Q1 		$251K Sell
3,089
-668
-18% -$52.6K 0.02% 313
2023
Q4 		$275K Sell
3,757
-17
-0.5% -$1.17K 0.03% 280
2023
Q3 		$249K Buy
3,774
+668
+22% +$48K 0.02% 276
2023
Q2 		$230K Buy
3,106
+25
+0.8% +$1.85K 0.02% 310
2023
Q1 		$238K Sell
3,081
-601
-16% -$46.1K 0.02% 279
2022
Q4 		$281K Sell
3,682
-5
-0.1% -$404 0.03% 263
2022
Q3 		$261K Sell
3,687
-4
-0.1% -$333 0.03% 264
2022
Q2 		$313K Buy
3,691
+8
+0.2% +$670 0.03% 231
2022
Q1 		$300K Buy
+3,683
New +$298K 0.02% 280
2020
Q1 		– Sell
-3,175
Closed -$272K – 285
2019
Q4 		$272K Buy
3,175
+1
+0% +$81 0.03% 236
2019
Q3 		$252K Buy
+3,174
New +$233K 0.03% 235

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

Beaumont Financial Advisors's SYY Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in Sysco (SYY) in Q2 2026: 2,700 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in SYY as recently as Q3 2025.

Beaumont Financial Advisors first reported a position in SYY in Q3 2019 and has held it in 17 quarters since. The position peaked at $313K in Q2 2022. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Beaumont Financial Advisors held 2,700 shares of Sysco worth $226K as of Q2 2026.
  • Sysco was a new Beaumont Financial Advisors position in Q2 2026.
  • Sysco made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #345 holding.
  • Beaumont Financial Advisors first reported a position in Sysco in Q3 2019 and has held it in 17 quarters since.
  • Beaumont Financial Advisors's Sysco position peaked at $313K in Q2 2022.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.