Sendero Wealth Management’s Sysco SYY Stock Holding History

Sendero 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 Q1	$739K	Sell	10,354 -187	-2%	-$15.5K	0.08%	134
2025 Q4	$777K	Buy	10,541 +261	+3%	+$19.9K	0.09%	126
2025 Q3	$846K	Sell	10,280 -65	-0.6%	-$5.2K	0.1%	115
2025 Q2	$784K	Buy	10,345 +1,584	+18%	+$115K	0.1%	118
2025 Q1	$657K	Buy	8,761 +5,261	+150%	+$386K	0.09%	128
2024 Q4	$268K	Hold	3,500	–	–	0.04%	154
2024 Q3	$273K	Hold	3,500	–	–	0.04%	149
2024 Q2	$250K	Hold	3,500	–	–	0.04%	150
2024 Q1	$284K	Hold	3,500	–	–	0.05%	146
2023 Q4	$256K	Hold	3,500	–	–	0.05%	141
2023 Q3	$231K	Hold	3,500	–	–	0.05%	146
2023 Q2	$260K	Buy	+3,500	New	+$259K	0.06%	137

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sendero Wealth Management's SYY Position: Q1 2026 in Review

Sendero Wealth Management reduced its Sysco (SYY) stake by 1.8% in Q1 2026, selling an estimated $15.5K and leaving 10,354 shares worth $739K. The position accounts for 0.08% of the portfolio, ranked #134.

Sendero Wealth Management first reported a position in SYY in Q2 2023 and has held it in 12 quarters since. The position peaked at $846K in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Sendero Wealth Management held 10,354 shares of Sysco worth $739K as of Q1 2026.
Sendero Wealth Management sold 187 Sysco shares in Q1 2026, an estimated $15.5K.
Sysco made up 0.08% of Sendero Wealth Management's portfolio in Q1 2026, its #134 holding.
Sendero Wealth Management first reported a position in Sysco in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's Sysco position peaked at $846K in Q3 2025.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.