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Carnegie Lake Advisors’s Sysco SYY Stock Holding History

Carnegie Lake 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 		$589K Sell
7,050
-400
-5% -$30.3K 0.22% 92
2026
Q1 		$531K Hold
7,450
– – 0.21% 104
2025
Q4 		$549K Sell
7,450
-200
-3% -$15.2K 0.21% 102
2025
Q3 		$630K Sell
7,650
-200
-3% -$16K 0.24% 99
2025
Q2 		$595K Buy
7,850
+200
+3% +$14.5K 0.24% 97
2025
Q1 		$574K Buy
7,650
+4,150
+119% +$304K 0.23% 94
2024
Q4 		$268K Hold
3,500
– – 0.11% 129
2024
Q3 		$273K Buy
+3,500
New +$263K 0.11% 124

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

Carnegie Lake Advisors's SYY Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its Sysco (SYY) stake by 5.4% in Q2 2026, selling an estimated $30.3K and leaving 7,050 shares worth $589K. The position accounts for 0.22% of the portfolio, ranked #92.

Carnegie Lake Advisors first reported a position in SYY in Q3 2024 and has held it in 8 quarters since. The position peaked at $630K in Q3 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Carnegie Lake Advisors held 7,050 shares of Sysco worth $589K as of Q2 2026.
  • Carnegie Lake Advisors sold 400 Sysco shares in Q2 2026, an estimated $30.3K.
  • Sysco made up 0.22% of Carnegie Lake Advisors's portfolio in Q2 2026, its #92 holding.
  • Carnegie Lake Advisors first reported a position in Sysco in Q3 2024 and has held it in 8 quarters since.
  • Carnegie Lake Advisors's Sysco position peaked at $630K in Q3 2025.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.