Trajan Wealth’s Sysco SYY Stock Holding History

Trajan 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
2025 Q4	–	Sell	-25,093	Closed	-$2.07M	–	164
2025 Q3	$2.07M	Buy	+25,093	New	+$2.01M	0.09%	106

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trajan Wealth's SYY Position: Q4 2025 in Review

Trajan Wealth sold out of Sysco (SYY) in Q4 2025, closing a stake of 25,093 shares — an estimated $2.07M sold.

Trajan Wealth first reported a position in SYY in Q3 2025 and held it in 1 quarter. The position peaked at $2.07M in Q3 2025. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Trajan Wealth reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Trajan Wealth sold 25,093 Sysco shares in Q4 2025, an estimated $2.07M.
Trajan Wealth first reported a position in Sysco in Q3 2025 and held it in 1 quarter.
Trajan Wealth's Sysco position peaked at $2.07M in Q3 2025.
1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Trajan Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.