Measured Wealth Private Client Group’s Sysco SYY Stock Holding History

Measured Wealth Private Client Group’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	$30.6K	Buy	429 +10	+2%	+$827	0.01%	372
2025 Q4	$30.9K	Hold	419	–	–	0.01%	379
2025 Q3	$34.5K	Buy	+419	New	+$33.5K	0.01%	357
2020 Q2	–	Sell	-14,349	Closed	-$655K	–	135
2020 Q1	$655K	Buy	+14,349	New	+$993K	0.51%	35
2019 Q3	–	Sell	-4,769	Closed	-$337K	–	198
2019 Q2	$337K	Sell	4,769 -872	-15%	-$62.1K	0.19%	114
2019 Q1	$377K	Buy	+5,641	New	+$367K	0.23%	97
2018 Q4	–	Sell	-4,052	Closed	-$296K	–	634
2018 Q3	$296K	Sell	4,052 -821	-17%	-$59.1K	0.18%	111
2018 Q2	$332K	Buy	+4,873	New	+$311K	0.27%	83

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Measured Wealth Private Client Group's SYY Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Sysco (SYY) stake by 2.4% in Q1 2026, buying an estimated $827 and bringing the position to 429 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #372.

Measured Wealth Private Client Group first reported a position in SYY in Q2 2018 and has held it in 8 quarters since. The position peaked at $655K in Q1 2020. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Measured Wealth Private Client Group held 429 shares of Sysco worth $30.6K as of Q1 2026.
Measured Wealth Private Client Group bought 10 Sysco shares in Q1 2026, an estimated $827.
Sysco made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #372 holding.
Measured Wealth Private Client Group first reported a position in Sysco in Q2 2018 and has held it in 8 quarters since.
Measured Wealth Private Client Group's Sysco position peaked at $655K in Q1 2020.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.