MWM
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Moran Wealth Management’s Sysco SYY Stock Holding History

Moran 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 		$12.9M Sell
154,028
-5,126
-3% -$388K 0.35% 98
2026
Q1 		$11.4M Sell
159,154
-7,340
-4% -$607K 0.35% 92
2025
Q4 		$12.3M Sell
166,494
-10,703
-6% -$814K 0.38% 82
2025
Q3 		$14.6M Sell
177,197
-3,981
-2% -$318K 0.44% 74
2025
Q2 		$13.7M Buy
181,178
+54,624
+43% +$3.97M 0.42% 72
2025
Q1 		$9.5M Buy
126,554
+46,264
+58% +$3.39M 0.32% 105
2024
Q4 		$6.14M Sell
80,290
-559
-0.7% -$42.8K 0.2% 143
2024
Q3 		$6.31M Buy
+80,849
New +$6.08M 0.19% 147

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

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

Moran Wealth Management reduced its Sysco (SYY) stake by 3.2% in Q2 2026, selling an estimated $388K and leaving 154,028 shares worth $12.9M. The position accounts for 0.35% of the portfolio, ranked #98.

Moran Wealth Management first reported a position in SYY in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.6M in Q3 2025. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Moran Wealth Management held 154,028 shares of Sysco worth $12.9M as of Q2 2026.
  • Moran Wealth Management sold 5,126 Sysco shares in Q2 2026, an estimated $388K.
  • Sysco made up 0.35% of Moran Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Moran Wealth Management first reported a position in Sysco in Q3 2024 and has held it in 8 quarters since.
  • Moran Wealth Management's Sysco position peaked at $14.6M in Q3 2025.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.