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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
Q2 		$779K Buy
9,320
+459
+5% +$34.7K 0.27% 84
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

McCarter Private Wealth Services's SYY Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Sysco (SYY) stake by 5.2% in Q2 2026, buying an estimated $34.7K and bringing the position to 9,320 shares worth $779K. The position accounts for 0.27% of the portfolio, ranked #84.

McCarter Private Wealth Services first reported a position in SYY in Q3 2024 and has held it in 8 quarters since. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • McCarter Private Wealth Services held 9,320 shares of Sysco worth $779K as of Q2 2026.
  • McCarter Private Wealth Services bought 459 Sysco shares in Q2 2026, an estimated $34.7K.
  • Sysco made up 0.27% of McCarter Private Wealth Services's portfolio in Q2 2026, its #84 holding.
  • McCarter Private Wealth Services first reported a position in Sysco in Q3 2024 and has held it in 8 quarters since.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.