Evermay Wealth Management’s Sysco SYY Stock Holding History

Evermay 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	$13.4K	Buy	+160	New	+$12.1K	﹤0.01%	478
2025 Q1	–	Sell	-900	Closed	-$68.8K	–	607
2024 Q4	$68.8K	Sell	900 -250	-22%	-$19.1K	0.01%	291
2024 Q3	$89.8K	Hold	1,150	–	–	0.01%	279
2024 Q2	$82.1K	Hold	1,150	–	–	0.01%	288
2024 Q1	$93.4K	Sell	1,150 -5	-0.4%	-$394	0.01%	284
2023 Q4	$84.5K	Sell	1,155 -245	-18%	-$16.9K	0.02%	270
2023 Q3	$92.5K	Hold	1,400	–	–	0.02%	245
2023 Q2	$104K	Hold	1,400	–	–	0.02%	240
2023 Q1	$108K	Hold	1,400	–	–	0.02%	229
2022 Q4	$107K	Hold	1,400	–	–	0.02%	219
2022 Q3	$99K	Hold	1,400	–	–	0.02%	214
2022 Q2	$119K	Hold	1,400	–	–	0.02%	202
2022 Q1	$114K	Hold	1,400	–	–	0.02%	246
2021 Q4	$110K	Hold	1,400	–	–	0.02%	223
2021 Q3	$110K	Hold	1,400	–	–	0.02%	210
2021 Q2	$109K	Buy	+1,400	New	+$113K	0.02%	216
2015 Q2	–	Sell	-5,435	Closed	-$205K	–	87
2015 Q1	$205K	Buy	+5,435	New	+$214K	0.12%	84

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Evermay Wealth Management opened a new position in Sysco (SYY) in Q2 2026: 160 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in SYY as recently as Q4 2024.

Evermay Wealth Management first reported a position in SYY in Q1 2015 and has held it in 17 quarters since. The position peaked at $205K in Q1 2015. 1,635 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Evermay Wealth Management held 160 shares of Sysco worth $13.4K as of Q2 2026.
Sysco was a new Evermay Wealth Management position in Q2 2026.
Sysco made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #478 holding.
Evermay Wealth Management first reported a position in Sysco in Q1 2015 and has held it in 17 quarters since.
Evermay Wealth Management's Sysco position peaked at $205K in Q1 2015.
1,635 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.