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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dynasty Wealth Management's SYY Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Sysco (SYY) stake by 0.31% in Q1 2026, selling an estimated $3.8K and leaving 14,620 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #180.

Dynasty Wealth Management first reported a position in SYY in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Dynasty Wealth Management held 14,620 shares of Sysco worth $1.04M as of Q1 2026.
  • Dynasty Wealth Management sold 46 Sysco shares in Q1 2026, an estimated $3.8K.
  • Sysco made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #180 holding.
  • Dynasty Wealth Management first reported a position in Sysco in Q3 2024 and has held it in 7 quarters since.
  • Dynasty Wealth Management's Sysco position peaked at $2.16M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.