KJWM
SYY icon

Kiley Juergens Wealth Management’s Sysco SYY Stock Holding History

Kiley Juergens Wealth Management’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 		$379K Buy
+5,313
New +$439K 0.07% 156
2024
Q1 		– Sell
-10,589
Closed -$774K – 69
2023
Q4 		$774K Sell
10,589
-3,547
-25% -$245K 0.26% 48
2023
Q3 		$934K Sell
14,136
-3,084
-18% -$222K 0.34% 44
2023
Q2 		$1.28M Sell
17,220
-2,367
-12% -$175K 0.44% 40
2023
Q1 		$1.51M Sell
19,587
-443
-2% -$34K 0.57% 37
2022
Q4 		$1.53M Sell
20,030
-193
-1% -$15.6K 0.64% 32
2022
Q3 		$1.43M Sell
20,223
-392
-2% -$32.6K 0.67% 32
2022
Q2 		$1.75M Sell
20,615
-14,851
-42% -$1.24M 0.83% 29
2022
Q1 		$2.9M Buy
35,466
+14,869
+72% +$1.2M 1.4% 21
2021
Q4 		$1.62M Sell
20,597
-590
-3% -$45.4K 0.61% 32
2021
Q3 		$1.66M Sell
21,187
-41
-0.2% -$3.13K 0.73% 30
2021
Q2 		$1.65M Buy
21,228
+2,009
+10% +$162K 0.76% 29
2021
Q1 		$1.51M Buy
19,219
+9
+0% +$698 0.79% 29
2020
Q4 		$1.43M Sell
19,210
-134
-0.7% -$9.21K 0.84% 27
2020
Q3 		$1.2M Buy
+19,344
New +$1.13M 0.88% 26
2018
Q4 		– Sell
-233
Closed -$17K – 568
2018
Q3 		$17K Hold
233
– – 0.01% 393
2018
Q2 		$15K Buy
+233
New +$14.9K 0.01% 382
2018
Q1 		– Sell
-233
Closed -$14K – 532
2017
Q4 		$14K Buy
+233
New +$13.2K 0.01% 421

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

Kiley Juergens Wealth Management's SYY Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Sysco (SYY) in Q1 2026: 5,313 shares worth $379K. The stake represents 0.07% of the portfolio and ranks #156 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in SYY as recently as Q4 2023.

Kiley Juergens Wealth Management first reported a position in SYY in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.9M in Q1 2022. 1,562 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Kiley Juergens Wealth Management held 5,313 shares of Sysco worth $379K as of Q1 2026.
  • Sysco was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Sysco made up 0.07% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Kiley Juergens Wealth Management first reported a position in Sysco in Q4 2017 and has held it in 18 quarters since.
  • Kiley Juergens Wealth Management's Sysco position peaked at $2.9M in Q1 2022.
  • 1,562 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.