Tolleson Wealth Management’s Sysco SYY Stock Holding History

Tolleson 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 Q2	$662K	Buy	7,920 +12	+0.2%	+$908	0.09%	61
2026 Q1	$564K	Hold	7,908	–	–	0.08%	60
2025 Q4	$583K	Hold	7,908	–	–	0.08%	60
2025 Q3	$651K	Hold	7,908	–	–	0.1%	58
2025 Q2	$599K	Hold	7,908	–	–	0.1%	57
2025 Q1	$593K	Sell	7,908 -1,715	-18%	-$126K	0.11%	58
2024 Q4	$736K	Buy	9,623 +1,715	+22%	+$131K	0.15%	50
2024 Q3	$617K	Buy	+7,908	New	+$594K	0.12%	52
2024 Q2	–	Sell	-7,908	Closed	-$642K	–	83
2024 Q1	$642K	Hold	7,908	–	–	0.13%	57
2023 Q4	$578K	Hold	7,908	–	–	0.12%	56
2023 Q3	$522K	Hold	7,908	–	–	0.13%	57
2023 Q2	$587K	Hold	7,908	–	–	0.14%	57
2023 Q1	$611K	Hold	7,908	–	–	0.16%	50
2022 Q4	$605K	Hold	7,908	–	–	0.16%	54
2022 Q3	$559K	Hold	7,908	–	–	0.17%	51
2022 Q2	$674K	Hold	7,908	–	–	0.19%	49
2022 Q1	$649K	Hold	7,908	–	–	0.19%	48
2021 Q4	$621K	Hold	7,908	–	–	0.17%	50
2021 Q3	$624K	Sell	7,908 -878	-10%	-$67K	0.18%	46
2021 Q2	$683K	Hold	8,786	–	–	0.18%	47
2021 Q1	$692K	Hold	8,786	–	–	0.21%	47
2020 Q4	$652K	Hold	8,786	–	–	0.22%	44
2020 Q3	$547K	Hold	8,786	–	–	0.22%	44
2020 Q2	$480K	Hold	8,786	–	–	0.21%	42
2020 Q1	$401K	Sell	8,786 -187	-2%	-$12.9K	0.18%	44
2019 Q4	$768K	Buy	8,973 +187	+2%	+$15.1K	0.37%	32
2019 Q3	$698K	Hold	8,786	–	–	0.38%	30
2019 Q2	$621K	Hold	8,786	–	–	0.43%	24
2019 Q1	$587K	Hold	8,786	–	–	0.41%	24
2018 Q4	$551K	Buy	+8,786	New	+$592K	0.32%	27

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Tolleson Wealth Management's SYY Position: Q2 2026 in Review

Tolleson Wealth Management increased its Sysco (SYY) stake by 0.15% in Q2 2026, buying an estimated $908 and bringing the position to 7,920 shares worth $662K. The position accounts for 0.09% of the portfolio, ranked #61.

Tolleson Wealth Management first reported a position in SYY in Q4 2018 and has held it in 30 quarters since. The position peaked at $768K in Q4 2019. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Tolleson Wealth Management held 7,920 shares of Sysco worth $662K as of Q2 2026.
Tolleson Wealth Management bought 12 Sysco shares in Q2 2026, an estimated $908.
Sysco made up 0.09% of Tolleson Wealth Management's portfolio in Q2 2026, its #61 holding.
Tolleson Wealth Management first reported a position in Sysco in Q4 2018 and has held it in 30 quarters since.
Tolleson Wealth Management's Sysco position peaked at $768K in Q4 2019.
1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.