OWA
SYY icon

Octavia Wealth Advisors’s Sysco SYY Stock Holding History

Octavia Wealth 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 		– Sell
-3,096
Closed -$221K – 250
2026
Q1 		$221K Sell
3,096
-135
-4% -$11.2K 0.02% 210
2025
Q4 		$237K Buy
3,231
+141
+5% +$10.7K 0.02% 213
2025
Q3 		$254K Buy
+3,090
New +$247K 0.03% 218
2024
Q4 		– Sell
-3,207
Closed -$250K – 234
2024
Q3 		$250K Buy
3,207
+25
+0.8% +$1.88K 0.03% 190
2024
Q2 		$227K Buy
+3,182
New +$238K 0.03% 199
2023
Q3 		– Sell
-3,543
Closed -$263K – 204
2023
Q2 		$263K Sell
3,543
-69
-2% -$5.1K 0.05% 156
2023
Q1 		$279K Sell
3,612
-110
-3% -$8.44K 0.06% 139
2022
Q4 		$285K Sell
3,722
-179
-5% -$14.5K 0.07% 145
2022
Q3 		$276K Sell
3,901
-151
-4% -$12.6K 0.07% 133
2022
Q2 		$346K Sell
4,052
-56
-1% -$4.69K 0.09% 120
2022
Q1 		$337K Sell
4,108
-1,272
-24% -$103K 0.07% 129
2021
Q4 		$423K Buy
5,380
+213
+4% +$16.4K 0.09% 117
2021
Q3 		$408K Sell
5,167
-1,358
-21% -$104K 0.1% 109
2021
Q2 		$507K Sell
6,525
-785
-11% -$63.4K 0.13% 95
2021
Q1 		$579K Buy
7,310
+142
+2% +$11K 0.17% 82
2020
Q4 		$532K Buy
+7,168
New +$493K 0.17% 90

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 $3.37T AUM 44.26% 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

Octavia Wealth Advisors's SYY Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of Sysco (SYY) in Q2 2026, closing a stake of 3,096 shares — an estimated $221K sold.

Octavia Wealth Advisors first reported a position in SYY in Q4 2020 and held it in 16 quarters. The position peaked at $579K in Q1 2021. 1,628 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining Sysco position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 3,096 Sysco shares in Q2 2026, an estimated $221K.
  • Octavia Wealth Advisors first reported a position in Sysco in Q4 2020 and held it in 16 quarters.
  • Octavia Wealth Advisors's Sysco position peaked at $579K in Q1 2021.
  • 1,628 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.