KPWS
SYY icon

Kestra Private Wealth Services’s Sysco SYY Stock Holding History

Kestra Private Wealth Services’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
Q1 		$2.4M Sell
33,599
-2,050
-6% -$169K 0.03% 498
2025
Q4 		$2.63M Buy
35,649
+2,984
+9% +$227K 0.03% 463
2025
Q3 		$2.69M Sell
32,665
-1,757
-5% -$141K 0.04% 445
2025
Q2 		$2.61M Buy
34,422
+277
+0.8% +$20.1K 0.04% 429
2025
Q1 		$2.56M Buy
34,145
+450
+1% +$33K 0.04% 395
2024
Q4 		$2.58M Buy
33,695
+23,850
+242% +$1.83M 0.04% 368
2024
Q3 		$769K Sell
9,845
-515
-5% -$38.7K 0.01% 699
2024
Q2 		$740K Sell
10,360
-86
-0.8% -$6.43K 0.01% 682
2024
Q1 		$848K Sell
10,446
-4,729
-31% -$373K 0.02% 604
2023
Q4 		$1.11M Sell
15,175
-793
-5% -$54.7K 0.03% 496
2023
Q3 		$1.05M Buy
15,968
+1,585
+11% +$114K 0.03% 451
2023
Q2 		$1.07M Buy
14,383
+3,967
+38% +$293K 0.04% 417
2023
Q1 		$804K Buy
10,416
+1,308
+14% +$100K 0.03% 470
2022
Q4 		$696K Buy
9,108
+2,776
+44% +$224K 0.04% 443
2022
Q3 		$448K Buy
6,332
+433
+7% +$36.1K 0.03% 521
2022
Q2 		$500K Sell
5,899
-55
-0.9% -$4.61K 0.03% 505
2022
Q1 		$486K Buy
5,954
+36
+0.6% +$2.91K 0.02% 591
2021
Q4 		$465K Sell
5,918
-283
-5% -$21.8K 0.02% 623
2021
Q3 		$487K Buy
6,201
+189
+3% +$14.4K 0.03% 540
2021
Q2 		$467K Sell
6,012
-215
-3% -$17.4K 0.03% 524
2021
Q1 		$490K Sell
6,227
-216
-3% -$16.7K 0.03% 454
2020
Q4 		$472K Sell
6,443
-423
-6% -$29.1K 0.03% 447
2020
Q3 		$427K Buy
+6,866
New +$399K 0.04% 415

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Private Wealth Services's SYY Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Sysco (SYY) stake by 5.8% in Q1 2026, selling an estimated $169K and leaving 33,599 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #498.

Kestra Private Wealth Services first reported a position in SYY in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.69M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Kestra Private Wealth Services held 33,599 shares of Sysco worth $2.4M as of Q1 2026.
  • Kestra Private Wealth Services sold 2,050 Sysco shares in Q1 2026, an estimated $169K.
  • Sysco made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #498 holding.
  • Kestra Private Wealth Services first reported a position in Sysco in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Sysco position peaked at $2.69M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.