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Clearstead Trust’s Sysco SYY Stock Holding History

Clearstead Trust’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 		$322K Sell
3,851
-283
-7% -$21.4K 0.04% 146
2026
Q1 		$295K Buy
4,134
+7
+0.2% +$579 0.05% 150
2025
Q4 		$304K Sell
4,127
-166
-4% -$12.6K 0.05% 156
2025
Q3 		$353K Buy
4,293
+9
+0.2% +$720 0.06% 132
2025
Q2 		$324K Buy
4,284
+186
+5% +$13.5K 0.06% 134
2025
Q1 		$308K Buy
4,098
+66
+2% +$4.84K 0.07% 125
2024
Q4 		$308K Buy
4,032
+8
+0.2% +$612 0.07% 119
2024
Q3 		$314K Buy
4,024
+9
+0.2% +$677 0.08% 105
2024
Q2 		$287K Sell
4,015
-42
-1% -$3.14K 0.07% 109
2024
Q1 		$329K Sell
4,057
-1,278
-24% -$101K 0.09% 103
2023
Q4 		$390K Buy
5,335
+18
+0.3% +$1.24K 0.11% 107
2023
Q3 		$351K Sell
5,317
-984
-16% -$70.7K 0.12% 86
2023
Q2 		$468K Buy
6,301
+1,015
+19% +$75.1K 0.15% 77
2023
Q1 		$408K Sell
5,286
-1,056
-17% -$81K 0.13% 85
2022
Q4 		$485K Buy
6,342
+1,014
+19% +$81.9K 0.16% 77
2022
Q3 		$377K Buy
+5,328
New +$444K 0.13% 86

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

Clearstead Trust's SYY Position: Q2 2026 in Review

Clearstead Trust reduced its Sysco (SYY) stake by 6.8% in Q2 2026, selling an estimated $21.4K and leaving 3,851 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #146.

Clearstead Trust first reported a position in SYY in Q3 2022 and has held it in 16 quarters since. The position peaked at $485K in Q4 2022. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Clearstead Trust held 3,851 shares of Sysco worth $322K as of Q2 2026.
  • Clearstead Trust sold 283 Sysco shares in Q2 2026, an estimated $21.4K.
  • Sysco made up 0.04% of Clearstead Trust's portfolio in Q2 2026, its #146 holding.
  • Clearstead Trust first reported a position in Sysco in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Trust's Sysco position peaked at $485K in Q4 2022.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.