MFG
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Merit Financial Group’s Sysco SYY Stock Holding History

Merit Financial 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
Q2 		$3.46M Buy
41,369
+11,677
+39% +$884K 0.02% 540
2026
Q1 		$2.12M Sell
29,692
-26,155
-47% -$2.16M 0.02% 657
2025
Q4 		$4.12M Buy
55,847
+3,026
+6% +$230K 0.03% 406
2025
Q3 		$4.35M Buy
52,821
+1,602
+3% +$128K 0.04% 346
2025
Q2 		$3.88M Buy
51,219
+11,523
+29% +$837K 0.04% 336
2025
Q1 		$2.98M Buy
39,696
+7,612
+24% +$558K 0.04% 327
2024
Q4 		$2.45M Buy
32,084
+7,320
+30% +$560K 0.04% 317
2024
Q3 		$1.93M Buy
24,764
+13,766
+125% +$1.03M 0.04% 279
2024
Q2 		$785K Sell
10,998
-451
-4% -$33.7K 0.02% 476
2024
Q1 		$863K Buy
11,449
+6,565
+134% +$517K 0.02% 444
2023
Q4 		$357K Sell
4,884
-269
-5% -$18.6K 0.01% 574
2023
Q3 		$340K Buy
5,153
+630
+14% +$45.3K 0.01% 551
2023
Q2 		$336K Buy
4,523
+598
+15% +$44.2K 0.01% 570
2023
Q1 		$303K Sell
3,925
-658
-14% -$50.5K 0.01% 509
2022
Q4 		$350K Buy
4,583
+120
+3% +$9.7K 0.01% 504
2022
Q3 		$316K Sell
4,463
-1,874
-30% -$156K 0.01% 427
2022
Q2 		$537K Buy
6,337
+2,187
+53% +$183K 0.02% 348
2022
Q1 		$339K Buy
+4,150
New +$335K 0.02% 287
2021
Q4 		– Sell
-2,620
Closed -$206K – 289
2021
Q3 		$206K Buy
+2,620
New +$200K 0.02% 254
2019
Q1 		– Sell
-5,358
Closed -$335K – 127
2018
Q4 		$335K Sell
5,358
-48
-0.9% -$3.24K 0.05% 74
2018
Q3 		$396K Sell
5,406
-358
-6% -$25.8K 0.06% 67
2018
Q2 		$393K Buy
5,764
+247
+4% +$15.8K 0.07% 64
2018
Q1 		$330K Sell
5,517
-662
-11% -$40.1K 0.06% 74
2017
Q4 		$375K Buy
+6,179
New +$350K 0.08% 64

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

Merit Financial Group's SYY Position: Q2 2026 in Review

Merit Financial Group increased its Sysco (SYY) stake by 39% in Q2 2026, buying an estimated $884K and bringing the position to 41,369 shares worth $3.46M. The position accounts for 0.02% of the portfolio, ranked #540.

Merit Financial Group first reported a position in SYY in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.35M in Q3 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Merit Financial Group held 41,369 shares of Sysco worth $3.46M as of Q2 2026.
  • Merit Financial Group bought 11,677 Sysco shares in Q2 2026, an estimated $884K.
  • Sysco made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #540 holding.
  • Merit Financial Group first reported a position in Sysco in Q4 2017 and has held it in 24 quarters since.
  • Merit Financial Group's Sysco position peaked at $4.35M in Q3 2025.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.