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Dogwood Wealth Management’s Sysco SYY Stock Holding History

Dogwood 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 		$1.09K Sell
13
-6
-32% -$454 ﹤0.01% 762
2026
Q1 		$1.35K Sell
19
-14
-42% -$1.16K ﹤0.01% 715
2025
Q4 		$2.43K Sell
33
-58
-64% -$4.41K ﹤0.01% 526
2025
Q3 		$7.49K Buy
91
+58
+176% +$4.64K ﹤0.01% 322
2025
Q2 		$2.52K Buy
33
+10
+43% +$726 ﹤0.01% 543
2025
Q1 		$1.73K Buy
+23
New +$1.69K ﹤0.01% 370
2024
Q3 		– Hold
0
– – – 341
2024
Q2 		– Hold
0
– – – 366
2024
Q1 		– Hold
0
– – – 371
2023
Q4 		– Hold
0
– – – 350

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

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

Dogwood Wealth Management reduced its Sysco (SYY) stake by 32% in Q2 2026, selling an estimated $454 and leaving 13 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Dogwood Wealth Management first reported a position in SYY in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.49K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Dogwood Wealth Management held 13 shares of Sysco worth $1.09K as of Q2 2026.
  • Dogwood Wealth Management sold 6 Sysco shares in Q2 2026, an estimated $454.
  • Sysco made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #762 holding.
  • Dogwood Wealth Management first reported a position in Sysco in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Sysco position peaked at $7.49K in Q3 2025.
  • 1,628 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.