MGB Wealth Management’s Sysco SYY Stock Holding History

MGB Wealth Management’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
2025 Q4	$387K	Hold	5,250	–	–	0.11%	155
2025 Q3	$432K	Hold	5,250	–	–	0.12%	138
2025 Q2	$398K	Hold	5,250	–	–	0.13%	150
2025 Q1	$394K	Hold	5,250	–	–	0.14%	142
2024 Q4	$401K	Hold	5,250	–	–	0.12%	133
2024 Q3	$410K	Hold	5,250	–	–	0.15%	135
2024 Q2	$379K	Hold	5,250	–	–	0.14%	137
2024 Q1	$426K	Hold	5,250	–	–	0.17%	125
2023 Q4	$384K	Buy	+5,250	New	+$362K	0.19%	130

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB Wealth Management's SYY Position: Q4 2025 in Review

MGB Wealth Management held its Sysco (SYY) position steady in Q4 2025 at 5,250 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #155.

MGB Wealth Management first reported a position in SYY in Q4 2023 and has held it in 9 quarters since. The position peaked at $432K in Q3 2025. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

MGB Wealth Management held 5,250 shares of Sysco worth $387K as of Q4 2025.
MGB Wealth Management left its Sysco share count unchanged in Q4 2025.
Sysco made up 0.11% of MGB Wealth Management's portfolio in Q4 2025, its #155 holding.
MGB Wealth Management first reported a position in Sysco in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Sysco position peaked at $432K in Q3 2025.
1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.