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Simplicity Wealth’s Sysco SYY Stock Holding History

Simplicity Wealth’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 		$1.08M Buy
12,930
+920
+8% +$69.6K 0.04% 399
2026
Q1 		$857K Buy
12,010
+491
+4% +$40.6K 0.05% 322
2025
Q4 		$849K Sell
11,519
-6,766
-37% -$515K 0.05% 315
2025
Q3 		$1.51M Sell
18,285
-9,365
-34% -$749K 0.09% 224
2025
Q2 		$2.09M Buy
27,650
+11,443
+71% +$831K 0.09% 209
2025
Q1 		$1.22M Buy
16,207
+5,412
+50% +$397K 0.09% 217
2024
Q4 		$825K Sell
10,795
-7,956
-42% -$609K 0.17% 108
2024
Q3 		$1.46M Sell
18,751
-58,446
-76% -$4.39M 0.14% 139
2024
Q2 		$5.51M Buy
77,197
+23,678
+44% +$1.77M 0.12% 164
2024
Q1 		$4.34M Buy
53,519
+46,000
+612% +$3.62M 0.1% 198
2023
Q4 		$550K Buy
7,519
+107
+1% +$7.38K 0.21% 85
2023
Q3 		$490K Buy
7,412
+74
+1% +$5.32K 0.29% 46
2023
Q2 		$544K Buy
7,338
+8
+0.1% +$592 0.34% 47
2023
Q1 		$566K Sell
7,330
-32
-0.4% -$2.46K 0.38% 39
2022
Q4 		$563K Buy
7,362
+32
+0.4% +$2.58K 0.5% 31
2022
Q3 		$518K Hold
7,330
– – 0.7% 44
2022
Q2 		$621K Hold
7,330
– – 0.91% 36
2022
Q1 		$599K Buy
+7,330
New +$592K 0.58% 42

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Simplicity Wealth's SYY Position: Q2 2026 in Review

Simplicity Wealth increased its Sysco (SYY) stake by 7.7% in Q2 2026, buying an estimated $69.6K and bringing the position to 12,930 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #399.

Simplicity Wealth first reported a position in SYY in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.51M in Q2 2024. 1,053 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Simplicity Wealth held 12,930 shares of Sysco worth $1.08M as of Q2 2026.
  • Simplicity Wealth bought 920 Sysco shares in Q2 2026, an estimated $69.6K.
  • Sysco made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #399 holding.
  • Simplicity Wealth first reported a position in Sysco in Q1 2022 and has held it in 18 quarters since.
  • Simplicity Wealth's Sysco position peaked at $5.51M in Q2 2024.
  • 1,053 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.