Forvis Mazars Wealth Advisors’s Sysco SYY Stock Holding History

Forvis Mazars 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 Q2	$740K	Hold	8,853	–	–	0.01%	255
2026 Q1	$631K	Hold	8,853	–	–	0.01%	255
2025 Q4	$652K	Sell	8,853 -525	-6%	-$39.9K	0.01%	253
2025 Q3	$772K	Sell	9,378 -581	-6%	-$46.5K	0.02%	231
2025 Q2	$754K	Buy	9,959 +113	+1%	+$8.21K	0.02%	229
2025 Q1	$739K	Sell	9,846 -822	-8%	-$60.3K	0.02%	235
2024 Q4	$816K	Buy	10,668 +2	+0%	+$153	0.02%	249
2024 Q3	$833K	Buy	10,666 +188	+2%	+$14.1K	0.02%	250
2024 Q2	$748K	Buy	10,478 +140	+1%	+$10.5K	0.02%	233
2024 Q1	$839K	Sell	10,338 -949	-8%	-$74.8K	0.02%	231
2023 Q4	$825K	Sell	11,287 -2	-0%	-$138	0.02%	224
2023 Q3	$746K	Sell	11,289 -926	-8%	-$66.5K	0.02%	225
2023 Q2	$906K	Buy	12,215 +1,011	+9%	+$74.8K	0.03%	229
2023 Q1	$865K	Sell	11,204 -520	-4%	-$39.9K	0.03%	214
2022 Q4	$896K	Buy	11,724 +224	+2%	+$18.1K	0.03%	210
2022 Q3	$814K	Sell	11,500 -140	-1%	-$11.7K	0.03%	212
2022 Q2	$986K	Sell	11,640 -945	-8%	-$79.2K	0.04%	188
2022 Q1	$1.03M	Sell	12,585 -424	-3%	-$34.3K	0.04%	143
2021 Q4	$1.02M	Sell	13,009 -612	-4%	-$47.1K	0.04%	137
2021 Q3	$1.07M	Sell	13,621 -36	-0.3%	-$2.75K	0.05%	130
2021 Q2	$1.06M	Sell	13,657 -3,008	-18%	-$243K	0.05%	131
2021 Q1	$1.31M	Sell	16,665 -3,015	-15%	-$234K	0.07%	116
2020 Q4	$1.46M	Buy	19,680 +1,881	+11%	+$129K	0.07%	125
2020 Q3	$1.11M	Sell	17,799 -1,864	-9%	-$108K	0.06%	128
2020 Q2	$1.07M	Sell	19,663 -12,355	-39%	-$650K	0.07%	125
2020 Q1	$1.46M	Sell	32,018 -18,885	-37%	-$1.31M	0.12%	91
2019 Q4	$4.35M	Sell	50,903 -2,494	-5%	-$202K	0.31%	43
2019 Q3	$4.24M	Sell	53,397 -891	-2%	-$65.4K	0.34%	37
2019 Q2	$3.84M	Sell	54,288 -1,428	-3%	-$102K	0.31%	42
2019 Q1	$3.72M	Buy	55,716 +270	+0.5%	+$17.6K	0.31%	46
2018 Q4	$3.47M	Sell	55,446 -1,943	-3%	-$131K	0.36%	34
2018 Q3	$4.2M	Sell	57,389 -784	-1%	-$56.5K	0.37%	35
2018 Q2	$3.97M	Sell	58,173 -997	-2%	-$63.7K	0.39%	33
2018 Q1	$3.55M	Buy	59,170 +119	+0.2%	+$7.21K	0.36%	39
2017 Q4	$3.59M	Buy	59,051 +3,781	+7%	+$214K	0.36%	37
2017 Q3	$2.98M	Buy	55,270 +4,475	+9%	+$233K	0.33%	39
2017 Q2	$2.56M	Buy	50,795 +3,049	+6%	+$163K	0.29%	51
2017 Q1	$2.48M	Buy	47,746 +4,494	+10%	+$238K	0.3%	45
2016 Q4	$2.4M	Sell	43,252 -1,128	-3%	-$58.6K	0.31%	45
2016 Q3	$2.17M	Buy	44,380 +6,404	+17%	+$329K	0.3%	45
2016 Q2	$1.93M	Sell	37,976 -105	-0.3%	-$5.08K	0.29%	47
2016 Q1	$1.78M	Sell	38,081 -223	-0.6%	-$9.62K	0.28%	44
2015 Q4	$1.57M	Buy	38,304 +691	+2%	+$28.3K	0.24%	48
2015 Q3	$1.47M	Sell	37,613 -5,010	-12%	-$191K	0.26%	49
2015 Q2	$1.54M	Sell	42,623 -1,921	-4%	-$71.9K	0.23%	57
2015 Q1	$1.68M	Sell	44,544 -988	-2%	-$38.9K	0.24%	58
2014 Q4	$1.81M	Buy	45,532 +541	+1%	+$21K	0.3%	51
2014 Q3	$1.71M	Sell	44,991 -1,831	-4%	-$68.3K	0.29%	52
2014 Q2	$1.75M	Sell	46,822 -2,500	-5%	-$91.8K	0.3%	50
2014 Q1	$1.78M	Sell	49,322 -512	-1%	-$18.4K	0.32%	54
2013 Q4	$1.8M	Sell	49,834 -706	-1%	-$23.9K	0.33%	52
2013 Q3	$1.61M	Buy	50,540 +1,105	+2%	+$37.1K	0.33%	50
2013 Q2	$1.69M	Buy	+49,435	New	+$1.7M	1.34%	29

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

Forvis Mazars Wealth Advisors's SYY Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its Sysco (SYY) position steady in Q2 2026 at 8,853 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #255.

Forvis Mazars Wealth Advisors first reported a position in SYY in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.35M in Q4 2019. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Forvis Mazars Wealth Advisors held 8,853 shares of Sysco worth $740K as of Q2 2026.
Forvis Mazars Wealth Advisors left its Sysco share count unchanged in Q2 2026.
Sysco made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #255 holding.
Forvis Mazars Wealth Advisors first reported a position in Sysco in Q2 2013 and has held it in 53 quarters since.
Forvis Mazars Wealth Advisors's Sysco position peaked at $4.35M in Q4 2019.
1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.