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Strategic Family Wealth Counselors’s Sysco SYY Stock Holding History

Strategic Family Wealth Counselors’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 		$348K Buy
4,162
+86
+2% +$6.51K 0.08% 131
2026
Q1 		$291K Sell
4,076
-25
-0.6% -$2.07K 0.08% 133
2025
Q4 		$314K Sell
4,101
-1,013
-20% -$77.1K 0.07% 166
2025
Q3 		$421K Buy
5,114
+12
+0.2% +$960 0.11% 106
2025
Q2 		$386K Sell
5,102
-2
-0% -$145 0.11% 106
2025
Q1 		$383K Buy
5,104
+59
+1% +$4.33K 0.12% 97
2024
Q4 		$386K Buy
5,045
+317
+7% +$24.3K 0.13% 99
2024
Q3 		$369K Buy
4,728
+16
+0.3% +$1.2K 0.13% 91
2024
Q2 		$336K Buy
+4,712
New +$352K 0.13% 87
2022
Q1 		– Sell
-2,727
Closed -$214K – 105
2021
Q4 		$214K Sell
2,727
-350
-11% -$26.9K 0.07% 96
2021
Q3 		$242K Hold
3,077
– – 0.08% 76
2021
Q2 		$239K Hold
3,077
– – 0.08% 75
2021
Q1 		$242K Hold
3,077
– – 0.09% 73
2020
Q4 		$228K Buy
+3,077
New +$212K 0.12% 75

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

Strategic Family Wealth Counselors's SYY Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Sysco (SYY) stake by 2.1% in Q2 2026, buying an estimated $6.51K and bringing the position to 4,162 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #131.

Strategic Family Wealth Counselors first reported a position in SYY in Q4 2020 and has held it in 14 quarters since. The position peaked at $421K in Q3 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Strategic Family Wealth Counselors held 4,162 shares of Sysco worth $348K as of Q2 2026.
  • Strategic Family Wealth Counselors bought 86 Sysco shares in Q2 2026, an estimated $6.51K.
  • Sysco made up 0.08% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #131 holding.
  • Strategic Family Wealth Counselors first reported a position in Sysco in Q4 2020 and has held it in 14 quarters since.
  • Strategic Family Wealth Counselors's Sysco position peaked at $421K in Q3 2025.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.