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Red Door Wealth Management’s Sysco SYY Stock Holding History

Red Door 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
2026
Q2 		$493K Buy
+5,904
New +$447K 0.05% 192
2025
Q4 		– Sell
-2,794
Closed -$230K – 305
2025
Q3 		$230K Hold
2,794
– – 0.02% 261
2025
Q2 		$212K Buy
+2,794
New +$203K 0.03% 254
2024
Q2 		– Sell
-2,786
Closed -$226K – 209
2024
Q1 		$226K Buy
+2,786
New +$220K 0.04% 178
2023
Q3 		– Sell
-3,359
Closed -$249K – 224
2023
Q2 		$249K Buy
3,359
+31
+0.9% +$2.29K 0.06% 198
2023
Q1 		$257K Buy
3,328
+137
+4% +$10.5K 0.08% 130
2022
Q4 		$244K Buy
3,191
+170
+6% +$13.7K 0.08% 127
2022
Q3 		$213K Buy
3,021
+25
+0.8% +$2.08K 0.08% 126
2022
Q2 		$253K Buy
2,996
+480
+19% +$40.2K 0.09% 121
2022
Q1 		$205K Buy
+2,516
New +$203K 0.07% 134
2021
Q3 		– Sell
-2,456
Closed -$190K – 543
2021
Q2 		$190K Buy
+2,456
New +$198K 0.07% 150
2020
Q3 		– Sell
-2,203
Closed -$120K – 378
2020
Q2 		$120K Hold
2,203
– – 0.09% 120
2020
Q1 		$100K Buy
+2,203
New +$152K 0.09% 119

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

Red Door Wealth Management's SYY Position: Q2 2026 in Review

Red Door Wealth Management opened a new position in Sysco (SYY) in Q2 2026: 5,904 shares worth $493K. The stake represents 0.05% of the portfolio and ranks #192 among its holdings. This is a return to the name: Red Door Wealth Management previously reported a position in SYY as recently as Q3 2025.

Red Door Wealth Management first reported a position in SYY in Q1 2020 and has held it in 13 quarters since. 656 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Red Door Wealth Management held 5,904 shares of Sysco worth $493K as of Q2 2026.
  • Sysco was a new Red Door Wealth Management position in Q2 2026.
  • Sysco made up 0.05% of Red Door Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Red Door Wealth Management first reported a position in Sysco in Q1 2020 and has held it in 13 quarters since.
  • 656 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.