MIM
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Morningstar Investment Management’s Sysco SYY Stock Holding History

Morningstar Investment 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 		$358K Hold
5,012
– – 0.02% 291
2026
Q1 		$358K Buy
5,012
+1,997
+66% +$165K 0.02% 289
2025
Q4 		$222K Sell
3,015
-147
-5% -$11.2K 0.01% 322
2025
Q3 		$260K Buy
3,162
+478
+18% +$38.2K 0.01% 462
2025
Q2 		$203K Buy
+2,684
New +$195K 0.02% 203

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morningstar Investment Management's SYY Position: Q2 2026 in Review

Morningstar Investment Management held its Sysco (SYY) position steady in Q2 2026 at 5,012 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #291.

Morningstar Investment Management first reported a position in SYY in Q2 2025 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Morningstar Investment Management held 5,012 shares of Sysco worth $358K as of Q2 2026.
  • Morningstar Investment Management left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 0.02% of Morningstar Investment Management's portfolio in Q2 2026, its #291 holding.
  • Morningstar Investment Management first reported a position in Sysco in Q2 2025 and has held it in 5 quarters since.
  • 748 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.