Golden State Wealth Management’s Sysco SYY Stock Holding History

Golden State 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	$12.5K	Buy	149 +76	+104%	+$5.75K	﹤0.01%	1062
2026 Q1	$5.25K	Hold	73	–	–	﹤0.01%	1207
2025 Q4	$5.41K	Hold	73	–	–	﹤0.01%	1231
2025 Q3	$6.01K	Buy	73 +16	+28%	+$1.28K	﹤0.01%	1212
2025 Q2	$4.38K	Hold	57	–	–	﹤0.01%	1249
2025 Q1	$4.33K	Sell	57 -232	-80%	-$17K	﹤0.01%	1196
2024 Q4	$22.1K	Buy	+289	New	+$22.1K	﹤0.01%	745
2022 Q1	–	Sell	-3,445	Closed	-$271K	–	361
2021 Q4	$271K	Buy	+3,445	New	+$265K	0.05%	306
2020 Q4	–	Sell	-1,391	Closed	-$87K	–	408
2020 Q3	$87K	Buy	+1,391	New	+$80.9K	0.03%	276
2020 Q2	–	Sell	-20	Closed	-$1K	–	851
2020 Q1	$1K	Buy	+20	New	+$1.38K	﹤0.01%	939
2019 Q4	–	Sell	-160	Closed	-$13K	–	831
2019 Q3	$13K	Buy	160 +40	+33%	+$2.94K	﹤0.01%	699
2019 Q2	$8K	Sell	120 -56	-32%	-$3.98K	﹤0.01%	793
2019 Q1	$12K	Buy	+176	New	+$11.4K	﹤0.01%	744

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

Golden State Wealth Management's SYY Position: Q2 2026 in Review

Golden State Wealth Management increased its Sysco (SYY) stake by 104% in Q2 2026, buying an estimated $5.75K and bringing the position to 149 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Golden State Wealth Management first reported a position in SYY in Q1 2019 and has held it in 13 quarters since. The position peaked at $271K in Q4 2021. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Golden State Wealth Management held 149 shares of Sysco worth $12.5K as of Q2 2026.
Golden State Wealth Management bought 76 Sysco shares in Q2 2026, an estimated $5.75K.
Sysco made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1062 holding.
Golden State Wealth Management first reported a position in Sysco in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Sysco position peaked at $271K in Q4 2021.
1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.