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 Q3	$729K	Buy	9,350 +30	+0.3%	+$2.46K	0.25%	87
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

McCarter Private Wealth Services's SYY Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Sysco (SYY) stake by 0.32% in Q3 2026, buying an estimated $2.46K and bringing the position to 9,350 shares worth $729K. The position accounts for 0.25% of the portfolio, ranked #87.

McCarter Private Wealth Services first reported a position in SYY in Q3 2024 and has held it in 9 quarters since. The position peaked at $779K in Q2 2026. 425 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

McCarter Private Wealth Services held 9,350 shares of Sysco worth $729K as of Q3 2026.
McCarter Private Wealth Services bought 30 Sysco shares in Q3 2026, an estimated $2.46K.
Sysco made up 0.25% of McCarter Private Wealth Services's portfolio in Q3 2026, its #87 holding.
McCarter Private Wealth Services first reported a position in Sysco in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Sysco position peaked at $779K in Q2 2026.
425 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.