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Soltis Investment Advisors’s Sysco SYY Stock Holding History

Soltis 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
2026
Q1 		$207K Buy
2,904
+147
+5% +$12.2K 0.01% 542
2025
Q4 		$203K Buy
+2,757
New +$210K 0.01% 505

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 $95.5B AUM 28.4% 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

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

Soltis Investment Advisors increased its Sysco (SYY) stake by 5.3% in Q1 2026, buying an estimated $12.2K and bringing the position to 2,904 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #542.

Soltis Investment Advisors first reported a position in SYY in Q4 2025 and has held it in 2 quarters since. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Soltis Investment Advisors held 2,904 shares of Sysco worth $207K as of Q1 2026.
  • Soltis Investment Advisors bought 147 Sysco shares in Q1 2026, an estimated $12.2K.
  • Sysco made up 0.01% of Soltis Investment Advisors's portfolio in Q1 2026, its #542 holding.
  • Soltis Investment Advisors first reported a position in Sysco in Q4 2025 and has held it in 2 quarters since.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.