Jackson Grant Investment Advisers’s Sysco SYY Stock Holding History

Jackson Grant Investment Advisers’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	-300	Closed	-$24.7K	–	421
2025 Q3	$24.7K	Buy	+300	New	+$24K	0.01%	240
2019 Q1	–	Sell	-1,033	Closed	-$65K	–	256
2018 Q4	$65K	Hold	1,033	–	–	0.05%	133
2018 Q3	$76K	Hold	1,033	–	–	0.05%	129
2018 Q2	$71K	Buy	1,033 +6	+0.6%	+$383	0.05%	132
2018 Q1	$62K	Buy	1,027 +5	+0.5%	+$303	0.04%	135
2017 Q4	$62K	Buy	1,022 +6	+0.6%	+$340	0.04%	135
2017 Q3	$55K	Buy	1,016 +7	+0.7%	+$364	0.04%	134
2017 Q2	$51K	Buy	1,009 +6	+0.6%	+$320	0.04%	128
2017 Q1	$52K	Buy	1,003 +6	+0.6%	+$318	0.04%	121
2016 Q4	$55K	Buy	997 +7	+0.7%	+$364	0.05%	121
2016 Q3	$49K	Buy	990 +6	+0.6%	+$308	0.04%	113
2016 Q2	$50K	Buy	984 +6	+0.6%	+$290	0.04%	107
2016 Q1	$46K	Hold	978	–	–	0.04%	108
2015 Q4	$40K	Buy	+978	New	+$40.1K	0.04%	116

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

Jackson Grant Investment Advisers's SYY Position: Q4 2025 in Review

Jackson Grant Investment Advisers sold out of Sysco (SYY) in Q4 2025, closing a stake of 300 shares — an estimated $24.7K sold.

Jackson Grant Investment Advisers first reported a position in SYY in Q4 2015 and held it in 14 quarters. The position peaked at $76K in Q3 2018. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Jackson Grant Investment Advisers reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 300 Sysco shares in Q4 2025, an estimated $24.7K.
Jackson Grant Investment Advisers first reported a position in Sysco in Q4 2015 and held it in 14 quarters.
Jackson Grant Investment Advisers's Sysco position peaked at $76K in Q3 2018.
1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.