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 Q2	$2.55M	Buy	30,465 +8,587	+39%	+$650K	0.17%	102
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

ProVise Management Group's SYY Position: Q2 2026 in Review

ProVise Management Group increased its Sysco (SYY) stake by 39% in Q2 2026, buying an estimated $650K and bringing the position to 30,465 shares worth $2.55M. The position accounts for 0.17% of the portfolio, ranked #102.

ProVise Management Group first reported a position in SYY in Q2 2013 and has held it in 7 quarters since. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

ProVise Management Group held 30,465 shares of Sysco worth $2.55M as of Q2 2026.
ProVise Management Group bought 8,587 Sysco shares in Q2 2026, an estimated $650K.
Sysco made up 0.17% of ProVise Management Group's portfolio in Q2 2026, its #102 holding.
ProVise Management Group first reported a position in Sysco in Q2 2013 and has held it in 7 quarters since.
1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.