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Caerus Investment Advisors’s Sysco SYY Stock Holding History

Caerus 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
Q2 		$313K Buy
+3,740
New +$283K 0.1% 196
2026
Q1 		– Sell
-4,286
Closed -$316K – 371
2025
Q4 		$316K Buy
+4,286
New +$326K 0.1% 212

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

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

Caerus Investment Advisors opened a new position in Sysco (SYY) in Q2 2026: 3,740 shares worth $313K. The stake represents 0.1% of the portfolio and ranks #196 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in SYY as recently as Q4 2025.

Caerus Investment Advisors first reported a position in SYY in Q4 2025 and has held it in 2 quarters since. The position peaked at $316K in Q4 2025. 1,635 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Caerus Investment Advisors held 3,740 shares of Sysco worth $313K as of Q2 2026.
  • Sysco was a new Caerus Investment Advisors position in Q2 2026.
  • Sysco made up 0.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #196 holding.
  • Caerus Investment Advisors first reported a position in Sysco in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Sysco position peaked at $316K in Q4 2025.
  • 1,635 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.