Kingswood Wealth Advisors’s Sysco SYY Stock Holding History

Kingswood Wealth 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	$937K	Buy	11,212 +206	+2%	+$15.6K	0.04%	423
2026 Q1	$785K	Sell	11,006 -1,540	-12%	-$127K	0.04%	431
2025 Q4	$924K	Buy	12,546 +5,376	+75%	+$409K	0.04%	369
2025 Q3	$590K	Buy	7,170 +1,784	+33%	+$143K	0.04%	444
2025 Q2	$408K	Buy	5,386 +881	+20%	+$64K	0.03%	475
2025 Q1	$338K	Sell	4,505 -1,802	-29%	-$132K	0.03%	503
2024 Q4	$482K	Buy	6,307 +3,415	+118%	+$261K	0.04%	452
2024 Q3	$226K	Buy	+2,892	New	+$217K	0.02%	641
2024 Q1	–	Sell	-2,756	Closed	-$202K	–	692
2023 Q4	$202K	Buy	+2,756	New	+$190K	0.02%	580

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kingswood Wealth Advisors's SYY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Sysco (SYY) stake by 1.9% in Q2 2026, buying an estimated $15.6K and bringing the position to 11,212 shares worth $937K. The position accounts for 0.04% of the portfolio, ranked #423.

Kingswood Wealth Advisors first reported a position in SYY in Q4 2023 and has held it in 9 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Kingswood Wealth Advisors held 11,212 shares of Sysco worth $937K as of Q2 2026.
Kingswood Wealth Advisors bought 206 Sysco shares in Q2 2026, an estimated $15.6K.
Sysco made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #423 holding.
Kingswood Wealth Advisors first reported a position in Sysco in Q4 2023 and has held it in 9 quarters since.
1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.