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Concurrent Investment Advisors’s Sysco SYY Stock Holding History

Concurrent 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 		$3.27M Buy
39,076
+5,433
+16% +$411K 0.03% 560
2026
Q1 		$2.4M Sell
33,643
-339
-1% -$28K 0.03% 559
2025
Q4 		$2.5M Buy
33,982
+8,169
+32% +$621K 0.03% 508
2025
Q3 		$2.13M Sell
25,813
-7,841
-23% -$627K 0.04% 449
2025
Q2 		$2.55M Buy
33,654
+1,024
+3% +$74.4K 0.05% 368
2025
Q1 		$2.45M Buy
32,630
+4,811
+17% +$353K 0.06% 330
2024
Q4 		$2.13M Buy
27,819
+4,356
+19% +$333K 0.06% 309
2024
Q3 		$1.83M Sell
23,463
-1,191
-5% -$89.5K 0.05% 337
2024
Q2 		$1.76M Buy
24,654
+18,696
+314% +$1.4M 0.06% 305
2024
Q1 		$484K Sell
5,958
-2,214
-27% -$174K 0.02% 559
2023
Q4 		$598K Buy
+8,172
New +$564K 0.03% 459

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors increased its Sysco (SYY) stake by 16% in Q2 2026, buying an estimated $411K and bringing the position to 39,076 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #560.

Concurrent Investment Advisors first reported a position in SYY in Q4 2023 and has held it in 11 quarters since. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Concurrent Investment Advisors held 39,076 shares of Sysco worth $3.27M as of Q2 2026.
  • Concurrent Investment Advisors bought 5,433 Sysco shares in Q2 2026, an estimated $411K.
  • Sysco made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #560 holding.
  • Concurrent Investment Advisors first reported a position in Sysco in Q4 2023 and has held it in 11 quarters since.
  • 1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.