HWM
SYY icon

HB Wealth Management’s Sysco SYY Stock Holding History

HB 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 		$3.05M Buy
36,491
+5,706
+19% +$432K 0.02% 372
2026
Q1 		$2.2M Sell
30,785
-583
-2% -$48.2K 0.01% 410
2025
Q4 		$2.31M Buy
31,368
+2,337
+8% +$178K 0.02% 385
2025
Q3 		$2.39M Buy
29,031
+1,674
+6% +$134K 0.02% 383
2025
Q2 		$2.07M Buy
27,357
+4,965
+22% +$361K 0.02% 368
2025
Q1 		$1.68M Buy
22,392
+3,094
+16% +$227K 0.01% 418
2024
Q4 		$1.48M Buy
19,298
+824
+4% +$63.1K 0.02% 346
2024
Q3 		$1.44M Buy
18,474
+104
+0.6% +$7.82K 0.02% 327
2024
Q2 		$1.31M Buy
18,370
+330
+2% +$24.7K 0.02% 317
2024
Q1 		$1.46M Buy
18,040
+423
+2% +$33.3K 0.02% 296
2023
Q4 		$1.29M Buy
17,617
+2,392
+16% +$165K 0.02% 285
2023
Q3 		$1.01M Sell
15,225
-1,910
-11% -$137K 0.02% 293
2023
Q2 		$1.27M Buy
17,135
+309
+2% +$22.9K 0.02% 263
2023
Q1 		$1.3M Buy
16,826
+410
+2% +$31.5K 0.02% 252
2022
Q4 		$1.26M Buy
16,416
+6,735
+70% +$544K 0.02% 252
2022
Q3 		$685K Buy
9,681
+193
+2% +$16.1K 0.01% 304
2022
Q2 		$804K Buy
9,488
+337
+4% +$28.2K 0.02% 279
2022
Q1 		$747K Buy
9,151
+24
+0.3% +$1.94K 0.01% 296
2021
Q4 		$717K Buy
+9,127
New +$702K 0.01% 268

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

HB Wealth Management increased its Sysco (SYY) stake by 19% in Q2 2026, buying an estimated $432K and bringing the position to 36,491 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #372.

HB Wealth Management first reported a position in SYY in Q4 2021 and has held it in 19 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • HB Wealth Management held 36,491 shares of Sysco worth $3.05M as of Q2 2026.
  • HB Wealth Management bought 5,706 Sysco shares in Q2 2026, an estimated $432K.
  • Sysco made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #372 holding.
  • HB Wealth Management first reported a position in Sysco in Q4 2021 and has held it in 19 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.