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 Q3	$12.5M	Buy	160,166 +6,138	+4%	+$504K	0.34%	102
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Moran Wealth Management's SYY Position: Q3 2026 in Review

Moran Wealth Management increased its Sysco (SYY) stake by 4% in Q3 2026, buying an estimated $504K and bringing the position to 160,166 shares worth $12.5M. The position accounts for 0.34% of the portfolio, ranked #102.

Moran Wealth Management first reported a position in SYY in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.6M in Q3 2025. 910 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

Moran Wealth Management held 160,166 shares of Sysco worth $12.5M as of Q3 2026.
Moran Wealth Management bought 6,138 Sysco shares in Q3 2026, an estimated $504K.
Sysco made up 0.34% of Moran Wealth Management's portfolio in Q3 2026, its #102 holding.
Moran Wealth Management first reported a position in Sysco in Q3 2024 and has held it in 9 quarters since.
Moran Wealth Management's Sysco position peaked at $14.6M in Q3 2025.
910 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.