EWA
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EP Wealth Advisors’s Sysco SYY Stock Holding History

EP Wealth 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
Q1 		$1.24M Buy
17,359
+708
+4% +$58.5K 0.01% 577
2025
Q4 		$1.23M Buy
+16,651
New +$1.27M 0.01% 563
2025
Q2 		$1.47M Sell
19,409
-1,108
-5% -$80.5K 0.01% 480
2025
Q1 		$1.54M Buy
20,517
+5,303
+35% +$389K 0.01% 407
2024
Q4 		$1.16M Sell
15,214
-571
-4% -$43.7K 0.01% 460
2024
Q3 		$1.23M Buy
15,785
+5,859
+59% +$440K 0.01% 448
2024
Q2 		$709K Buy
9,926
+1,570
+19% +$117K 0.01% 462
2024
Q1 		$678K Buy
8,356
+791
+10% +$62.3K 0.01% 446
2023
Q4 		$553K Sell
7,565
-527
-7% -$36.4K 0.01% 473
2023
Q3 		$534K Buy
8,092
+3,145
+64% +$226K 0.01% 450
2023
Q2 		$587K Sell
4,947
-170,437
-97% -$12.6M 0.01% 433
2023
Q1 		$50.1M Buy
175,384
+168,521
+2,456% +$12.9M 0.86% 24
2022
Q4 		$525K Sell
6,863
-3,446
-33% -$278K 0.01% 366
2022
Q3 		$729K Buy
10,309
+3,651
+55% +$304K 0.02% 258
2022
Q2 		$564K Buy
6,658
+123
+2% +$10.3K 0.01% 348
2022
Q1 		$534K Sell
6,535
-555
-8% -$44.9K 0.01% 374
2021
Q4 		$557K Buy
7,090
+244
+4% +$18.8K 0.01% 333
2021
Q3 		$537K Sell
6,846
-564
-8% -$43K 0.01% 320
2021
Q2 		$576K Sell
7,410
-197
-3% -$15.9K 0.02% 315
2021
Q1 		$599K Buy
+7,607
New +$590K 0.02% 291
2020
Q1 		– Sell
-2,344
Closed -$201K – 432
2019
Q4 		$201K Buy
+2,344
New +$190K 0.01% 397

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

EP Wealth Advisors's SYY Position: Q1 2026 in Review

EP Wealth Advisors increased its Sysco (SYY) stake by 4.3% in Q1 2026, buying an estimated $58.5K and bringing the position to 17,359 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #577.

EP Wealth Advisors first reported a position in SYY in Q4 2019 and has held it in 21 quarters since. The position peaked at $50.1M in Q1 2023. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • EP Wealth Advisors held 17,359 shares of Sysco worth $1.24M as of Q1 2026.
  • EP Wealth Advisors bought 708 Sysco shares in Q1 2026, an estimated $58.5K.
  • Sysco made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #577 holding.
  • EP Wealth Advisors first reported a position in Sysco in Q4 2019 and has held it in 21 quarters since.
  • EP Wealth Advisors's Sysco position peaked at $50.1M in Q1 2023.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

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