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
Q2 		$741K Sell
8,863
-606
-6% -$45.9K 0.23% 133
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 $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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's SYY Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Sysco (SYY) stake by 6.4% in Q2 2026, selling an estimated $45.9K and leaving 8,863 shares worth $741K. The position accounts for 0.23% of the portfolio, ranked #133.

Tred Avon Family Wealth first reported a position in SYY in Q3 2025 and has held it in 4 quarters since. The position peaked at $821K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Tred Avon Family Wealth held 8,863 shares of Sysco worth $741K as of Q2 2026.
  • Tred Avon Family Wealth sold 606 Sysco shares in Q2 2026, an estimated $45.9K.
  • Sysco made up 0.23% of Tred Avon Family Wealth's portfolio in Q2 2026, its #133 holding.
  • Tred Avon Family Wealth first reported a position in Sysco in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Sysco position peaked at $821K in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.