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Regal Investment Advisors’s Sysco SYY Stock Holding History

Regal Investment Advisors’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
2019
Q2 		– Sell
-500
Closed -$33K – 367
2019
Q1 		$33K Buy
+500
New +$32.5K 0.01% 341

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 $113B AUM 38.87% 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

Regal Investment Advisors's SYY Position: Q1 2026 in Review

Regal Investment Advisors reduced its Sysco (SYY) stake by 7.4% in Q1 2026, selling an estimated $73.2K and leaving 11,060 shares worth $789K. The position accounts for 0.05% of the portfolio, ranked #338.

Regal Investment Advisors first reported a position in SYY in Q2 2013 and has held it in 49 quarters since. The position peaked at $3M in Q3 2014. 1,563 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Regal Investment Advisors held 11,060 shares of Sysco worth $789K as of Q1 2026.
  • Regal Investment Advisors sold 886 Sysco shares in Q1 2026, an estimated $73.2K.
  • Sysco made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #338 holding.
  • Regal Investment Advisors first reported a position in Sysco in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Sysco position peaked at $3M in Q3 2014.
  • 1,563 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.