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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
Q2 		$1.11M Sell
13,340
-2,209
-14% -$167K 0.02% 555
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SYY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Sysco (SYY) stake by 14% in Q2 2026, selling an estimated $167K and leaving 13,340 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #555.

Mount Yale Investment Advisors first reported a position in SYY in Q1 2018 and has held it in 16 quarters since. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Mount Yale Investment Advisors held 13,340 shares of Sysco worth $1.11M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,209 Sysco shares in Q2 2026, an estimated $167K.
  • Sysco made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #555 holding.
  • Mount Yale Investment Advisors first reported a position in Sysco in Q1 2018 and has held it in 16 quarters since.
  • 1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.