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ProVise Management Group’s Sysco SYY Stock Holding History

ProVise Management Group’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 		$1.56M Sell
21,878
-331
-1% -$27.4K 0.11% 118
2025
Q4 		$1.64M Buy
22,209
+3,702
+20% +$282K 0.12% 113
2025
Q3 		$1.52M Buy
18,507
+8,212
+80% +$657K 0.11% 114
2025
Q2 		$780K Buy
10,295
+5,880
+133% +$427K 0.06% 143
2025
Q1 		$331K Buy
+4,415
New +$324K 0.03% 197
2013
Q3 		– Sell
-56,020
Closed -$1.91M – 333
2013
Q2 		$1.91M Buy
+56,020
New +$1.93M 0.56% 47

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

ProVise Management Group's SYY Position: Q1 2026 in Review

ProVise Management Group reduced its Sysco (SYY) stake by 1.5% in Q1 2026, selling an estimated $27.4K and leaving 21,878 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #118.

ProVise Management Group first reported a position in SYY in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.91M in Q2 2013. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • ProVise Management Group held 21,878 shares of Sysco worth $1.56M as of Q1 2026.
  • ProVise Management Group sold 331 Sysco shares in Q1 2026, an estimated $27.4K.
  • Sysco made up 0.11% of ProVise Management Group's portfolio in Q1 2026, its #118 holding.
  • ProVise Management Group first reported a position in Sysco in Q2 2013 and has held it in 6 quarters since.
  • ProVise Management Group's Sysco position peaked at $1.91M in Q2 2013.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.