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GoalVest Advisory’s Sysco SYY Stock Holding History

GoalVest Advisory’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 		$2.84K Buy
+34
New +$2.57K ﹤0.01% 427
2025
Q1 		– Sell
-12
Closed -$918 – 542
2024
Q4 		$918 Buy
+12
New +$919 ﹤0.01% 359
2023
Q4 		– Sell
-3
Closed -$198 – 482
2023
Q3 		$198 Buy
+3
New +$216 ﹤0.01% 471
2022
Q2 		– Sell
-5
Closed – – 518
2022
Q1 		$0 Buy
+5
New +$404 ﹤0.01% 494

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GoalVest Advisory's SYY Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Sysco (SYY) in Q2 2026: 34 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in SYY as recently as Q4 2024.

GoalVest Advisory first reported a position in SYY in Q1 2022 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • GoalVest Advisory held 34 shares of Sysco worth $2.84K as of Q2 2026.
  • Sysco was a new GoalVest Advisory position in Q2 2026.
  • Sysco made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #427 holding.
  • GoalVest Advisory first reported a position in Sysco in Q1 2022 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.