Key Financial Inc’s Sysco SYY Stock Holding History

Key Financial Inc’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	$84.5K	Hold	1,184	–	–	0.02%	433
2025 Q4	$87.2K	Hold	1,184	–	–	0.02%	421
2025 Q3	$98.1K	Sell	1,184 -10	-0.8%	-$800	0.02%	396
2025 Q2	$90.4K	Hold	1,194	–	–	0.02%	396
2025 Q1	$89.6K	Hold	1,194	–	–	0.02%	379
2024 Q4	$91.3K	Hold	1,194	–	–	0.02%	371
2024 Q3	$93.2K	Buy	1,194 +10	+0.8%	+$752	0.02%	362
2024 Q2	$84.5K	Hold	1,184	–	–	0.02%	363
2024 Q1	$96.1K	Hold	1,184	–	–	0.02%	332
2023 Q4	$86.6K	Hold	1,184	–	–	0.02%	333
2023 Q3	$78.2K	Sell	1,184 -77	-6%	-$5.53K	0.03%	330
2023 Q2	$93.6K	Buy	1,261 +185	+17%	+$13.7K	0.03%	309
2023 Q1	$83.1K	Sell	1,076 -25	-2%	-$1.92K	0.03%	322
2022 Q4	$77.9K	Hold	1,101	–	–	0.04%	291
2022 Q3	$78K	Hold	1,101	–	–	0.04%	294
2022 Q2	$95K	Hold	1,101	–	–	0.05%	252
2022 Q1	$90K	Hold	1,101	–	–	0.04%	272
2021 Q4	$86K	Buy	1,101 +150	+16%	+$11.5K	0.04%	259
2021 Q3	$75K	Sell	951 -694	-42%	-$52.9K	0.04%	272
2021 Q2	$122K	Buy	1,645 +828	+101%	+$66.9K	0.07%	199
2021 Q1	$64K	Hold	817	–	–	0.04%	238
2020 Q4	$61K	Buy	+817	New	+$56.2K	0.05%	227
2020 Q2	–	Sell	-735	Closed	-$34K	–	561
2020 Q1	$34K	Buy	+735	New	+$50.9K	0.03%	263

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Key Financial Inc's SYY Position: Q1 2026 in Review

Key Financial Inc held its Sysco (SYY) position steady in Q1 2026 at 1,184 shares worth $84.5K. The position accounts for 0.02% of the portfolio, ranked #433.

Key Financial Inc first reported a position in SYY in Q1 2020 and has held it in 23 quarters since. The position peaked at $122K in Q2 2021. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Key Financial Inc held 1,184 shares of Sysco worth $84.5K as of Q1 2026.
Key Financial Inc left its Sysco share count unchanged in Q1 2026.
Sysco made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #433 holding.
Key Financial Inc first reported a position in Sysco in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Sysco position peaked at $122K in Q2 2021.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.