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Kelleher Financial Advisors’s Sysco SYY Stock Holding History

Kelleher Financial 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
2026
Q2 		$112K Sell
1,337
-408
-23% -$30.9K 0.02% 359
2026
Q1 		$132K Buy
1,745
+408
+31% +$33.7K 0.03% 247
2025
Q4 		$98.5K Hold
1,337
– – 0.02% 316
2025
Q3 		$110K Buy
+1,337
New +$107K 0.03% 240

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

Kelleher Financial Advisors's SYY Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Sysco (SYY) stake by 23% in Q2 2026, selling an estimated $30.9K and leaving 1,337 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #359.

Kelleher Financial Advisors first reported a position in SYY in Q3 2025 and has held it in 4 quarters since. The position peaked at $132K in Q1 2026. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Kelleher Financial Advisors held 1,337 shares of Sysco worth $112K as of Q2 2026.
  • Kelleher Financial Advisors sold 408 Sysco shares in Q2 2026, an estimated $30.9K.
  • Sysco made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #359 holding.
  • Kelleher Financial Advisors first reported a position in Sysco in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's Sysco position peaked at $132K in Q1 2026.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.