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Everhart Financial Group’s Sysco SYY Stock Holding History

Everhart Financial Group’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 		$615K Sell
7,355
-490
-6% -$37.1K 0.04% 243
2026
Q1 		$560K Buy
7,845
+38
+0.5% +$3.14K 0.05% 254
2025
Q4 		$575K Buy
7,807
+301
+4% +$22.9K 0.05% 242
2025
Q3 		$618K Buy
7,506
+1,303
+21% +$104K 0.06% 222
2025
Q2 		$470K Buy
6,203
+332
+6% +$24.1K 0.05% 227
2025
Q1 		$441K Buy
5,871
+632
+12% +$46.3K 0.06% 227
2024
Q4 		$401K Sell
5,239
-46
-0.9% -$3.52K 0.08% 221
2024
Q3 		$413K Buy
5,285
+309
+6% +$23.2K 0.09% 218
2024
Q2 		$355K Buy
4,976
+1,563
+46% +$117K 0.09% 207
2024
Q1 		$277K Buy
+3,413
New +$269K 0.08% 222

Other funds holding SYY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Everhart Financial Group's SYY Position: Q2 2026 in Review

Everhart Financial Group reduced its Sysco (SYY) stake by 6.2% in Q2 2026, selling an estimated $37.1K and leaving 7,355 shares worth $615K. The position accounts for 0.04% of the portfolio, ranked #243.

Everhart Financial Group first reported a position in SYY in Q1 2024 and has held it in 10 quarters since. The position peaked at $618K in Q3 2025. 372 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Everhart Financial Group held 7,355 shares of Sysco worth $615K as of Q2 2026.
  • Everhart Financial Group sold 490 Sysco shares in Q2 2026, an estimated $37.1K.
  • Sysco made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #243 holding.
  • Everhart Financial Group first reported a position in Sysco in Q1 2024 and has held it in 10 quarters since.
  • Everhart Financial Group's Sysco position peaked at $618K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.