Pine Harbor Wealth Management’s Sysco SYY Stock Holding History

Pine Harbor 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
2025 Q4	–	Sell	-3,526	Closed	-$290K	–	111
2025 Q3	$290K	Buy	3,526 +123	+4%	+$9.84K	0.09%	81
2025 Q2	$258K	Buy	+3,403	New	+$247K	0.09%	83

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pine Harbor Wealth Management's SYY Position: Q4 2025 in Review

Pine Harbor Wealth Management sold out of Sysco (SYY) in Q4 2025, closing a stake of 3,526 shares — an estimated $290K sold.

Pine Harbor Wealth Management first reported a position in SYY in Q2 2025 and held it in 2 quarters. The position peaked at $290K in Q3 2025. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Pine Harbor Wealth Management reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Pine Harbor Wealth Management sold 3,526 Sysco shares in Q4 2025, an estimated $290K.
Pine Harbor Wealth Management first reported a position in Sysco in Q2 2025 and held it in 2 quarters.
Pine Harbor Wealth Management's Sysco position peaked at $290K in Q3 2025.
1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Pine Harbor Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.