MYIA
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Mount Yale Investment Advisors’s Sysco SYY Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$1.11M Buy
15,549
+12,381
+391% +$1.02M 0.03% 489
2025
Q4 		$233K Sell
3,168
-1,391
-31% -$106K 0.01% 661
2025
Q3 		$375K Sell
4,559
-8,007
-64% -$640K 0.03% 470
2025
Q2 		$952K Sell
12,566
-92
-0.7% -$6.68K 0.07% 216
2025
Q1 		$950K Sell
12,658
-799
-6% -$58.6K 0.08% 202
2024
Q4 		$1.03M Buy
13,457
+5,783
+75% +$443K 0.08% 193
2024
Q3 		$599K Buy
+7,674
New +$577K 0.06% 304
2020
Q1 		– Sell
-2,983
Closed -$245K – 331
2019
Q4 		$245K Sell
2,983
-413
-12% -$33.5K 0.04% 292
2019
Q3 		$273K Sell
3,396
-87
-2% -$6.39K 0.05% 274
2019
Q2 		$243K Sell
3,483
-107
-3% -$7.62K 0.04% 281
2019
Q1 		$240K Buy
3,590
+100
+3% +$6.5K 0.05% 276
2018
Q4 		$231K Sell
3,490
-191
-5% -$12.9K 0.05% 283
2018
Q3 		$245K Sell
3,681
-122
-3% -$8.79K 0.04% 284
2018
Q2 		$260K Buy
3,803
+81
+2% +$5.17K 0.05% 272
2018
Q1 		$223K Buy
+3,722
New +$225K 0.05% 279

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's SYY Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Sysco (SYY) stake by 391% in Q1 2026, buying an estimated $1.02M and bringing the position to 15,549 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #489.

Mount Yale Investment Advisors first reported a position in SYY in Q1 2018 and has held it in 15 quarters since. 1,562 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Mount Yale Investment Advisors held 15,549 shares of Sysco worth $1.11M as of Q1 2026.
  • Mount Yale Investment Advisors bought 12,381 Sysco shares in Q1 2026, an estimated $1.02M.
  • Sysco made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #489 holding.
  • Mount Yale Investment Advisors first reported a position in Sysco in Q1 2018 and has held it in 15 quarters since.
  • 1,562 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.