Claris Financial’s Sysco SYY Stock Holding History

Claris 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
2025 Q4	–	Sell	-2,708	Closed	-$223K	–	191
2025 Q3	$223K	Buy	+2,708	New	+$217K	0.13%	154

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claris Financial's SYY Position: Q4 2025 in Review

Claris Financial sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,708 shares — an estimated $223K sold.

Claris Financial first reported a position in SYY in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 1,561 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Claris Financial reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Claris Financial sold 2,708 Sysco shares in Q4 2025, an estimated $223K.
Claris Financial first reported a position in Sysco in Q3 2025 and held it in 1 quarter.
Claris Financial's Sysco position peaked at $223K in Q3 2025.
1,561 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Claris Financial's 13F filing for Q4 2025, filed 19 Feb 2026.