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Dakota Wealth Management’s Sysco SYY Stock Holding History

Dakota Wealth Management’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 		$1.18M Sell
14,120
-528
-4% -$40K 0.02% 403
2026
Q1 		$1.04M Sell
14,648
-3,262
-18% -$270K 0.02% 393
2025
Q4 		$1.32M Sell
17,910
-414
-2% -$31.5K 0.02% 347
2025
Q3 		$1.51M Sell
18,324
-5,141
-22% -$411K 0.03% 297
2025
Q2 		$1.78M Buy
23,465
+807
+4% +$58.6K 0.04% 289
2025
Q1 		$1.7M Sell
22,658
-1,838
-8% -$135K 0.04% 285
2024
Q4 		$1.87M Buy
24,496
+459
+2% +$35.1K 0.04% 273
2024
Q3 		$1.88M Buy
24,037
+217
+0.9% +$16.3K 0.04% 281
2024
Q2 		$1.7M Sell
23,820
-1,250
-5% -$93.4K 0.04% 282
2024
Q1 		$2.04M Buy
25,070
+15,876
+173% +$1.25M 0.05% 260
2023
Q4 		$672K Sell
9,194
-1,430
-13% -$98.7K 0.03% 378
2023
Q3 		$702K Sell
10,624
-105
-1% -$7.54K 0.03% 340
2023
Q2 		$796K Buy
10,729
+2,673
+33% +$198K 0.04% 288
2023
Q1 		$622K Sell
8,056
-6,171
-43% -$474K 0.04% 316
2022
Q4 		$1.09M Sell
14,227
-15,829
-53% -$1.28M 0.08% 213
2022
Q3 		$2.13M Buy
30,056
+1,390
+5% +$116K 0.17% 139
2022
Q2 		$2.43M Buy
28,666
+422
+1% +$35.3K 0.22% 118
2022
Q1 		$2.31M Sell
28,244
-2,039
-7% -$165K 0.19% 134
2021
Q4 		$2.38M Sell
30,283
-238
-0.8% -$18.3K 0.25% 104
2021
Q3 		$2.4M Buy
30,521
+5,882
+24% +$449K 0.28% 101
2021
Q2 		$1.92M Buy
24,639
+6,562
+36% +$530K 0.23% 109
2021
Q1 		$1.42M Buy
+18,077
New +$1.4M 0.19% 119

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

Dakota Wealth Management's SYY Position: Q2 2026 in Review

Dakota Wealth Management reduced its Sysco (SYY) stake by 3.6% in Q2 2026, selling an estimated $40K and leaving 14,120 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #403.

Dakota Wealth Management first reported a position in SYY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.43M in Q2 2022. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Dakota Wealth Management held 14,120 shares of Sysco worth $1.18M as of Q2 2026.
  • Dakota Wealth Management sold 528 Sysco shares in Q2 2026, an estimated $40K.
  • Sysco made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #403 holding.
  • Dakota Wealth Management first reported a position in Sysco in Q1 2021 and has held it in 22 quarters since.
  • Dakota Wealth Management's Sysco position peaked at $2.43M in Q2 2022.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.