Mascoma Wealth Management’s Sysco SYY Stock Holding History

Mascoma 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 Q2	$34.6K	Sell	414 -5	-1%	-$379	0.01%	212
2026 Q1	$29.9K	Buy	419 +5	+1%	+$413	0.01%	230
2025 Q4	$30.5K	Hold	414	–	–	0.01%	225
2025 Q3	$34.1K	Hold	414	–	–	0.01%	223
2025 Q2	$31.4K	Hold	414	–	–	0.01%	227
2025 Q1	$31.1K	Hold	414	–	–	0.01%	230
2024 Q4	$31.7K	Hold	414	–	–	0.01%	239
2024 Q3	$32.3K	Hold	414	–	–	0.01%	230
2024 Q2	$29.6K	Hold	414	–	–	0.01%	241
2024 Q1	$33.6K	Hold	414	–	–	0.01%	219
2023 Q4	$30.3K	Hold	414	–	–	0.01%	232
2023 Q3	$27.3K	Hold	414	–	–	0.01%	242
2023 Q2	$30.3K	Hold	414	–	–	0.01%	229
2023 Q1	$31.8K	Hold	414	–	–	0.01%	281
2022 Q4	$31.6K	Hold	414	–	–	0.01%	284
2022 Q3	$29K	Hold	414	–	–	0.01%	295
2022 Q2	$35K	Hold	414	–	–	0.01%	290
2022 Q1	$34K	Buy	414 +184	+80%	+$14.9K	0.01%	317
2021 Q4	$18K	Buy	+230	New	+$17.7K	0.01%	347
2017 Q4	–	Sell	-560	Closed	-$30K	–	411
2017 Q3	$30K	Hold	560	–	–	0.02%	188
2017 Q2	$28K	Sell	560 -100	-15%	-$5.34K	0.02%	201
2017 Q1	$34K	Hold	660	–	–	0.02%	173
2016 Q4	$37K	Buy	+660	New	+$34.3K	0.03%	169

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

Mascoma Wealth Management's SYY Position: Q2 2026 in Review

Mascoma Wealth Management reduced its Sysco (SYY) stake by 1.2% in Q2 2026, selling an estimated $379 and leaving 414 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #212.

Mascoma Wealth Management first reported a position in SYY in Q4 2016 and has held it in 23 quarters since. The position peaked at $37K in Q4 2016. 1,628 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Mascoma Wealth Management held 414 shares of Sysco worth $34.6K as of Q2 2026.
Mascoma Wealth Management sold 5 Sysco shares in Q2 2026, an estimated $379.
Sysco made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #212 holding.
Mascoma Wealth Management first reported a position in Sysco in Q4 2016 and has held it in 23 quarters since.
Mascoma Wealth Management's Sysco position peaked at $37K in Q4 2016.
1,628 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.