SageGuard Financial Group’s Sysco SYY Stock Holding History

SageGuard Financial 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	$316K	Sell	3,785 -659	-15%	-$49.9K	0.04%	168
2026 Q1	$317K	Sell	4,444 -339	-7%	-$28K	0.05%	154
2025 Q4	$352K	Buy	+4,783	New	+$364K	0.06%	133
2021 Q3	–	Sell	-3,351	Closed	-$261K	–	108
2021 Q2	$261K	Sell	3,351 -19	-0.6%	-$1.53K	0.12%	109
2021 Q1	$263K	Sell	3,370 -192	-5%	-$14.9K	0.12%	110
2020 Q4	$266K	Buy	+3,562	New	+$245K	0.13%	101

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

SageGuard Financial Group's SYY Position: Q2 2026 in Review

SageGuard Financial Group reduced its Sysco (SYY) stake by 15% in Q2 2026, selling an estimated $49.9K and leaving 3,785 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #168.

SageGuard Financial Group first reported a position in SYY in Q4 2020 and has held it in 6 quarters since. The position peaked at $352K in Q4 2025. 970 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

SageGuard Financial Group held 3,785 shares of Sysco worth $316K as of Q2 2026.
SageGuard Financial Group sold 659 Sysco shares in Q2 2026, an estimated $49.9K.
Sysco made up 0.04% of SageGuard Financial Group's portfolio in Q2 2026, its #168 holding.
SageGuard Financial Group first reported a position in Sysco in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Sysco position peaked at $352K in Q4 2025.
970 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.