True Wealth Design’s Sysco SYY Stock Holding History

True Wealth Design’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	$95.7K	Buy	1,145 +816	+248%	+$61.8K	0.02%	266
2026 Q1	$23.5K	Buy	329 +175	+114%	+$14.5K	0.01%	659
2025 Q4	$11.3K	Buy	154 +98	+175%	+$7.46K	﹤0.01%	808
2025 Q3	$4.61K	Hold	56	–	–	﹤0.01%	1109
2025 Q2	$4.24K	Buy	56 +30	+115%	+$2.18K	﹤0.01%	870
2025 Q1	$1.95K	Buy	26 +1	+4%	+$73	﹤0.01%	1014
2024 Q4	$1.91K	Buy	25 +2	+9%	+$153	﹤0.01%	750
2024 Q3	$1.8K	Sell	23 -1	-4%	-$75	﹤0.01%	821
2024 Q2	$1.71K	Buy	24 +11	+85%	+$822	﹤0.01%	385
2024 Q1	$1.06K	Buy	13 +6	+86%	+$473	﹤0.01%	454
2023 Q4	$512	Hold	7	–	–	﹤0.01%	466
2023 Q3	$463	Hold	7	–	–	﹤0.01%	439
2023 Q2	$520	Hold	7	–	–	﹤0.01%	427
2023 Q1	$541	Hold	7	–	–	﹤0.01%	507
2022 Q4	$535	Buy	+7	New	+$566	﹤0.01%	439

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

True Wealth Design's SYY Position: Q2 2026 in Review

True Wealth Design increased its Sysco (SYY) stake by 248% in Q2 2026, buying an estimated $61.8K and bringing the position to 1,145 shares worth $95.7K. The position accounts for 0.02% of the portfolio, ranked #266.

True Wealth Design first reported a position in SYY in Q4 2022 and has held it in 15 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

True Wealth Design held 1,145 shares of Sysco worth $95.7K as of Q2 2026.
True Wealth Design bought 816 Sysco shares in Q2 2026, an estimated $61.8K.
Sysco made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #266 holding.
True Wealth Design first reported a position in Sysco in Q4 2022 and has held it in 15 quarters since.
1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.