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Marks Group Wealth Management’s Sysco SYY Stock Holding History

Marks Group 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 		$1.29M Sell
18,129
-4
-0% -$331 0.12% 171
2025
Q4 		$1.34M Buy
18,133
+1,952
+12% +$149K 0.13% 169
2025
Q3 		$1.33M Buy
16,181
+421
+3% +$33.7K 0.12% 154
2025
Q2 		$1.19M Buy
+15,760
New +$1.14M 0.11% 165

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

Marks Group Wealth Management's SYY Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Sysco (SYY) stake by 0.02% in Q1 2026, selling an estimated $331 and leaving 18,129 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #171.

Marks Group Wealth Management first reported a position in SYY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Marks Group Wealth Management held 18,129 shares of Sysco worth $1.29M as of Q1 2026.
  • Marks Group Wealth Management sold 4 Sysco shares in Q1 2026, an estimated $331.
  • Sysco made up 0.12% of Marks Group Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Marks Group Wealth Management first reported a position in Sysco in Q2 2025 and has held it in 4 quarters since.
  • Marks Group Wealth Management's Sysco position peaked at $1.34M in Q4 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.