Krilogy Financial’s Sysco SYY Stock Holding History

Krilogy Financial’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	$5.36M	Buy	64,144 +1,934	+3%	+$146K	0.16%	105
2026 Q1	$4.61M	Buy	62,210 +5,006	+9%	+$414K	0.15%	118
2025 Q4	$4.33M	Buy	57,204 +14,769	+35%	+$1.12M	0.15%	115
2025 Q3	$3.11M	Buy	42,435 +16,807	+66%	+$1.34M	0.12%	141
2025 Q2	$1.94M	Sell	25,628 -358	-1%	-$26K	0.11%	140
2025 Q1	$1.95M	Buy	25,986 +1,951	+8%	+$143K	0.13%	128
2024 Q4	$1.84M	Buy	24,035 +5,316	+28%	+$407K	0.12%	127
2024 Q3	$1.46M	Buy	18,719 +4,695	+33%	+$353K	0.1%	142
2024 Q2	$1M	Buy	14,024 +2,689	+24%	+$201K	0.07%	163
2024 Q1	$920K	Sell	11,335 -599	-5%	-$47.2K	0.07%	169
2023 Q4	$873K	Sell	11,934 -417	-3%	-$28.8K	0.07%	157
2023 Q3	$816K	Buy	+12,351	New	+$887K	0.07%	158
2023 Q2	–	Sell	-6,400	Closed	-$494K	–	369
2023 Q1	$494K	Buy	+6,400	New	+$491K	0.04%	268
2018 Q4	–	Sell	-12	Closed	-$1K	–	608
2018 Q3	$1K	Buy	+12	New	+$865	﹤0.01%	788
2017 Q4	–	Sell	-289	Closed	-$16K	–	835
2017 Q3	$16K	Buy	289 +114	+65%	+$5.93K	﹤0.01%	517
2017 Q2	$9K	Hold	175	–	–	﹤0.01%	548
2017 Q1	$10K	Hold	175	–	–	﹤0.01%	516
2016 Q4	$10K	Hold	175	–	–	﹤0.01%	516
2016 Q3	$9K	Hold	175	–	–	﹤0.01%	540
2016 Q2	$9K	Hold	175	–	–	﹤0.01%	545
2016 Q1	$8K	Hold	175	–	–	﹤0.01%	492
2015 Q4	$7K	Hold	175	–	–	0.01%	295
2015 Q3	$7K	Buy	+175	New	+$6.68K	﹤0.01%	433

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

Krilogy Financial's SYY Position: Q2 2026 in Review

Krilogy Financial increased its Sysco (SYY) stake by 3.1% in Q2 2026, buying an estimated $146K and bringing the position to 64,144 shares worth $5.36M. The position accounts for 0.16% of the portfolio, ranked #105.

Krilogy Financial first reported a position in SYY in Q3 2015 and has held it in 23 quarters since. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Krilogy Financial held 64,144 shares of Sysco worth $5.36M as of Q2 2026.
Krilogy Financial bought 1,934 Sysco shares in Q2 2026, an estimated $146K.
Sysco made up 0.16% of Krilogy Financial's portfolio in Q2 2026, its #105 holding.
Krilogy Financial first reported a position in Sysco in Q3 2015 and has held it in 23 quarters since.
1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.