Turtle Creek Wealth Advisors’s Sysco SYY Stock Holding History

Turtle Creek Wealth Advisors’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	$446K	Buy	5,332 +1,758	+49%	+$133K	0.02%	278
2026 Q1	$255K	Buy	3,574 +189	+6%	+$15.6K	0.02%	347
2025 Q4	$249K	Buy	3,385 +285	+9%	+$21.7K	0.02%	345
2025 Q3	$255K	Buy	+3,100	New	+$248K	0.02%	307
2024 Q1	–	Sell	-979	Closed	-$71.6K	–	739
2023 Q4	$71.6K	Buy	+979	New	+$67.6K	0.02%	234

Other funds holding SYY

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Turtle Creek Wealth Advisors's SYY Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Sysco (SYY) stake by 49% in Q2 2026, buying an estimated $133K and bringing the position to 5,332 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #278.

Turtle Creek Wealth Advisors first reported a position in SYY in Q4 2023 and has held it in 5 quarters since. 787 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Turtle Creek Wealth Advisors held 5,332 shares of Sysco worth $446K as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,758 Sysco shares in Q2 2026, an estimated $133K.
Sysco made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #278 holding.
Turtle Creek Wealth Advisors first reported a position in Sysco in Q4 2023 and has held it in 5 quarters since.
787 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.