Halbert Hargrove Global Advisors’s Sysco SYY Stock Holding History

Halbert Hargrove Global 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
2025 Q4	–	Sell	-78	Closed	-$6.42K	–	702
2025 Q3	$6.42K	Buy	+78	New	+$6.24K	﹤0.01%	387
2025 Q2	–	Sell	-45	Closed	-$3.38K	–	610
2025 Q1	$3.38K	Buy	+45	New	+$3.3K	﹤0.01%	343

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Halbert Hargrove Global Advisors's SYY Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Sysco (SYY) in Q4 2025, closing a stake of 78 shares — an estimated $6.42K sold.

Halbert Hargrove Global Advisors first reported a position in SYY in Q1 2025 and held it in 2 quarters. The position peaked at $6.42K in Q3 2025. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 78 Sysco shares in Q4 2025, an estimated $6.42K.
Halbert Hargrove Global Advisors first reported a position in Sysco in Q1 2025 and held it in 2 quarters.
Halbert Hargrove Global Advisors's Sysco position peaked at $6.42K in Q3 2025.
1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.