Larry Mathis Financial Planning’s Sysco SYY Stock Holding History

Larry Mathis Financial Planning’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	–	Sell	-2,875	Closed	-$205K	–	184
2026 Q1	$205K	Sell	2,875 -50	-2%	-$4.13K	0.18%	148
2025 Q4	$216K	Buy	+2,925	New	+$223K	0.19%	148

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

Larry Mathis Financial Planning's SYY Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Sysco (SYY) in Q2 2026, closing a stake of 2,875 shares — an estimated $205K sold.

Larry Mathis Financial Planning first reported a position in SYY in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Larry Mathis Financial Planning reported no remaining Sysco position as of Q2 2026 after selling out during the quarter.
Larry Mathis Financial Planning sold 2,875 Sysco shares in Q2 2026, an estimated $205K.
Larry Mathis Financial Planning first reported a position in Sysco in Q4 2025 and held it in 2 quarters.
Larry Mathis Financial Planning's Sysco position peaked at $216K in Q4 2025.
1,625 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.