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Sargent Investment Group’s Sysco SYY Stock Holding History

Sargent Investment 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 		$1.25M Buy
14,992
+845
+6% +$64K 0.15% 113
2026
Q1 		$1.01M Buy
14,147
+1,395
+11% +$115K 0.13% 112
2025
Q4 		$940K Sell
12,752
-491
-4% -$37.4K 0.12% 120
2025
Q3 		$1.09M Buy
13,243
+2,970
+29% +$238K 0.16% 90
2025
Q2 		$837K Buy
10,273
+2,488
+32% +$181K 0.11% 116
2025
Q1 		$584K Buy
7,785
+2,107
+37% +$154K 0.09% 133
2024
Q4 		$419K Buy
+5,678
New +$435K 0.07% 152

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sargent Investment Group's SYY Position: Q2 2026 in Review

Sargent Investment Group increased its Sysco (SYY) stake by 6% in Q2 2026, buying an estimated $64K and bringing the position to 14,992 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #113.

Sargent Investment Group first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. 1,638 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Sargent Investment Group held 14,992 shares of Sysco worth $1.25M as of Q2 2026.
  • Sargent Investment Group bought 845 Sysco shares in Q2 2026, an estimated $64K.
  • Sysco made up 0.15% of Sargent Investment Group's portfolio in Q2 2026, its #113 holding.
  • Sargent Investment Group first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
  • 1,638 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.