MWM
SYY icon

Modern Wealth Management’s Sysco SYY Stock Holding History

Modern 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
2026
Q2 		$739K Sell
8,837
-602
-6% -$45.6K 0.01% 603
2026
Q1 		$681K Buy
9,439
+184
+2% +$15.2K 0.01% 504
2025
Q4 		$682K Sell
9,255
-732
-7% -$55.7K 0.01% 480
2025
Q3 		$822K Buy
9,987
+106
+1% +$8.48K 0.02% 425
2025
Q2 		$748K Sell
9,881
-581
-6% -$42.2K 0.02% 412
2025
Q1 		$785K Sell
10,462
-22
-0.2% -$1.61K 0.03% 340
2024
Q4 		$802K Buy
10,484
+1,065
+11% +$81.5K 0.03% 289
2024
Q3 		$735K Buy
9,419
+260
+3% +$19.5K 0.05% 197
2024
Q2 		$654K Buy
+9,159
New +$684K 0.05% 181

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

Modern Wealth Management's SYY Position: Q2 2026 in Review

Modern Wealth Management reduced its Sysco (SYY) stake by 6.4% in Q2 2026, selling an estimated $45.6K and leaving 8,837 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #603.

Modern Wealth Management first reported a position in SYY in Q2 2024 and has held it in 9 quarters since. The position peaked at $822K in Q3 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Modern Wealth Management held 8,837 shares of Sysco worth $739K as of Q2 2026.
  • Modern Wealth Management sold 602 Sysco shares in Q2 2026, an estimated $45.6K.
  • Sysco made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Modern Wealth Management first reported a position in Sysco in Q2 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's Sysco position peaked at $822K in Q3 2025.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.