Holistic Planning’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Other funds holding SYY
Holistic Planning's SYY Position: Q2 2026 in Review
Holistic Planning opened a new position in Sysco (SYY) in Q2 2026: 2,872 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #305 among its holdings. This is a return to the name: Holistic Planning previously reported a position in SYY as recently as Q3 2025.
Holistic Planning first reported a position in SYY in Q4 2024 and has held it in 3 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.
- Holistic Planning held 2,872 shares of Sysco worth $240K as of Q2 2026.
- Sysco was a new Holistic Planning position in Q2 2026.
- Sysco made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #305 holding.
- Holistic Planning first reported a position in Sysco in Q4 2024 and has held it in 3 quarters since.
- 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.
Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.