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Dynasty Wealth Management’s Sysco SYY Stock Holding History

Dynasty 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 		$873K Sell
10,447
-4,173
-29% -$316K 0.01% 200
2026
Q1 		$1.04M Sell
14,620
-46
-0.3% -$3.8K 0.01% 180
2025
Q4 		$1.08M Sell
14,666
-11,521
-44% -$876K 0.01% 179
2025
Q3 		$2.16M Sell
26,187
-648
-2% -$51.8K 0.03% 112
2025
Q2 		$2.03M Sell
26,835
-802
-3% -$58.2K 0.03% 81
2025
Q1 		$2.07M Buy
27,637
+1,014
+4% +$74.3K 0.03% 86
2024
Q4 		$2.04M Buy
26,623
+15,652
+143% +$1.2M 0.04% 90
2024
Q3 		$856K Buy
+10,971
New +$825K 0.03% 139

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

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

Dynasty Wealth Management reduced its Sysco (SYY) stake by 29% in Q2 2026, selling an estimated $316K and leaving 10,447 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #200.

Dynasty Wealth Management first reported a position in SYY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q3 2025. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Dynasty Wealth Management held 10,447 shares of Sysco worth $873K as of Q2 2026.
  • Dynasty Wealth Management sold 4,173 Sysco shares in Q2 2026, an estimated $316K.
  • Sysco made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Dynasty Wealth Management first reported a position in Sysco in Q3 2024 and has held it in 8 quarters since.
  • Dynasty Wealth Management's Sysco position peaked at $2.16M in Q3 2025.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

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