Mowery & Schoenfeld Wealth Management’s Sysco SYY Stock Holding History

Mowery & Schoenfeld 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	$836	Hold	10	–	–	﹤0.01%	345
2026 Q1	$714	Hold	10	–	–	﹤0.01%	339
2025 Q4	$737	Hold	10	–	–	﹤0.01%	464
2025 Q3	$824	Hold	10	–	–	﹤0.01%	370
2025 Q2	$758	Hold	10	–	–	﹤0.01%	368
2025 Q1	$751	Sell	10 -81	-89%	-$5.94K	﹤0.01%	425
2024 Q4	$6.96K	Buy	91 +81	+810%	+$6.2K	0.01%	265
2024 Q3	$781	Hold	10	–	–	﹤0.01%	221
2024 Q2	$714	Hold	10	–	–	﹤0.01%	199
2024 Q1	$812	Hold	10	–	–	﹤0.01%	145
2023 Q4	$732	Buy	+10	New	+$690	﹤0.01%	153

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SYY Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Sysco (SYY) position steady in Q2 2026 at 10 shares worth $836. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Mowery & Schoenfeld Wealth Management first reported a position in SYY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.96K in Q4 2024. 1,050 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 10 shares of Sysco worth $836 as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Sysco share count unchanged in Q2 2026.
Sysco made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #345 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Sysco in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Sysco position peaked at $6.96K in Q4 2024.
1,050 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.