Valmark Advisers’s Sysco SYY Stock Holding History

Valmark Advisers’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	$275K	Buy	3,287 +83	+3%	+$6.28K	﹤0.01%	637
2026 Q1	$229K	Sell	3,204 -200	-6%	-$16.5K	﹤0.01%	639
2025 Q4	$251K	Hold	3,404	–	–	﹤0.01%	588
2025 Q3	$280K	Buy	3,404 +20	+0.6%	+$1.6K	﹤0.01%	571
2025 Q2	$256K	Buy	3,384 +445	+15%	+$32.3K	﹤0.01%	579
2025 Q1	$221K	Buy	+2,939	New	+$215K	﹤0.01%	582
2024 Q2	–	Sell	-2,602	Closed	-$211K	–	576
2024 Q1	$211K	Buy	+2,602	New	+$205K	﹤0.01%	522
2023 Q3	–	Sell	-2,802	Closed	-$208K	–	486
2023 Q2	$208K	Sell	2,802 -374	-12%	-$27.7K	﹤0.01%	457
2023 Q1	$245K	Buy	3,176 +262	+9%	+$20.1K	0.01%	426
2022 Q4	$223K	Buy	+2,914	New	+$235K	0.01%	413
2022 Q3	–	Sell	-2,736	Closed	-$232K	–	424
2022 Q2	$232K	Buy	2,736 +173	+7%	+$14.5K	﹤0.01%	384
2022 Q1	$209K	Buy	+2,563	New	+$207K	﹤0.01%	415

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

Valmark Advisers's SYY Position: Q2 2026 in Review

Valmark Advisers increased its Sysco (SYY) stake by 2.6% in Q2 2026, buying an estimated $6.28K and bringing the position to 3,287 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Valmark Advisers first reported a position in SYY in Q1 2022 and has held it in 12 quarters since. The position peaked at $280K in Q3 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Valmark Advisers held 3,287 shares of Sysco worth $275K as of Q2 2026.
Valmark Advisers bought 83 Sysco shares in Q2 2026, an estimated $6.28K.
Sysco made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #637 holding.
Valmark Advisers first reported a position in Sysco in Q1 2022 and has held it in 12 quarters since.
Valmark Advisers's Sysco position peaked at $280K in Q3 2025.
1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.