QFW
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QTR Family Wealth’s Sysco SYY Stock Holding History

QTR Family Wealth’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 		$269K Buy
+3,218
New +$244K 0.09% 244
2025
Q2 		– Sell
-7,422
Closed -$557K – 194
2025
Q1 		$557K Buy
+7,422
New +$544K 0.42% 59

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return

QTR Family Wealth's SYY Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Sysco (SYY) in Q2 2026: 3,218 shares worth $269K. The stake represents 0.09% of the portfolio and ranks #244 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in SYY as recently as Q1 2025.

QTR Family Wealth first reported a position in SYY in Q1 2025 and has held it in 2 quarters since. The position peaked at $557K in Q1 2025. 519 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • QTR Family Wealth held 3,218 shares of Sysco worth $269K as of Q2 2026.
  • Sysco was a new QTR Family Wealth position in Q2 2026.
  • Sysco made up 0.09% of QTR Family Wealth's portfolio in Q2 2026, its #244 holding.
  • QTR Family Wealth first reported a position in Sysco in Q1 2025 and has held it in 2 quarters since.
  • QTR Family Wealth's Sysco position peaked at $557K in Q1 2025.
  • 519 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.