Carlson Financial’s Sysco SYY Stock Holding History

Carlson Financial’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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Carlson Financial's SYY Position: Q2 2026 in Review

Carlson Financial 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 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 held 5,814 shares of Sysco worth $486K as of Q2 2026.
Carlson Financial sold 73 Sysco shares in Q2 2026, an estimated $5.53K.
Sysco made up 0.25% of Carlson Financial's portfolio in Q2 2026, its #88 holding.
Carlson Financial first reported a position in Sysco in Q4 2025 and has held it in 3 quarters since.
Carlson Financial'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's 13F filing for Q2 2026, filed 24 Aug 2026.