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McCarter Private Wealth Services’s Sysco SYY Stock Holding History

McCarter Private Wealth Services’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 		$632K Hold
8,861
– – 0.27% 80
2025
Q4 		$653K Buy
8,861
+1,328
+18% +$101K 0.29% 70
2025
Q3 		$620K Buy
7,533
+1,000
+15% +$80K 0.32% 65
2025
Q2 		$495K Hold
6,533
– – 0.28% 66
2025
Q1 		$490K Hold
6,533
– – 0.32% 59
2024
Q4 		$500K Sell
6,533
-50
-0.8% -$3.83K 0.32% 58
2024
Q3 		$514K Buy
+6,583
New +$495K 0.33% 58

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

McCarter Private Wealth Services's SYY Position: Q1 2026 in Review

McCarter Private Wealth Services held its Sysco (SYY) position steady in Q1 2026 at 8,861 shares worth $632K. The position accounts for 0.27% of the portfolio, ranked #80.

McCarter Private Wealth Services first reported a position in SYY in Q3 2024 and has held it in 7 quarters since. The position peaked at $653K in Q4 2025. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • McCarter Private Wealth Services held 8,861 shares of Sysco worth $632K as of Q1 2026.
  • McCarter Private Wealth Services left its Sysco share count unchanged in Q1 2026.
  • Sysco made up 0.27% of McCarter Private Wealth Services's portfolio in Q1 2026, its #80 holding.
  • McCarter Private Wealth Services first reported a position in Sysco in Q3 2024 and has held it in 7 quarters since.
  • McCarter Private Wealth Services's Sysco position peaked at $653K in Q4 2025.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.