TAFW
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Tred Avon Family Wealth’s Sysco SYY Stock Holding History

Tred Avon Family 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
Q1 		$675K Sell
9,469
-297
-3% -$24.6K 0.22% 134
2025
Q4 		$720K Sell
9,766
-208
-2% -$15.8K 0.23% 124
2025
Q3 		$821K Buy
+9,974
New +$798K 0.28% 101

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 $113B AUM 38.87% 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

Tred Avon Family Wealth's SYY Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Sysco (SYY) stake by 3% in Q1 2026, selling an estimated $24.6K and leaving 9,469 shares worth $675K. The position accounts for 0.22% of the portfolio, ranked #134.

Tred Avon Family Wealth first reported a position in SYY in Q3 2025 and has held it in 3 quarters since. The position peaked at $821K in Q3 2025. 1,563 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Tred Avon Family Wealth held 9,469 shares of Sysco worth $675K as of Q1 2026.
  • Tred Avon Family Wealth sold 297 Sysco shares in Q1 2026, an estimated $24.6K.
  • Sysco made up 0.22% of Tred Avon Family Wealth's portfolio in Q1 2026, its #134 holding.
  • Tred Avon Family Wealth first reported a position in Sysco in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Sysco position peaked at $821K in Q3 2025.
  • 1,563 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.