WA
SYY icon

Waverly Advisors’s Sysco SYY Stock Holding History

Waverly 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
Q1 		$1.39M Sell
19,457
-84
-0.4% -$6.94K 0.01% 733
2025
Q4 		$1.44M Buy
19,541
+2,851
+17% +$217K 0.01% 657
2025
Q3 		$1.37M Sell
16,690
-170
-1% -$13.6K 0.01% 572
2025
Q2 		$1.28M Sell
16,860
-124,734
-88% -$9.06M 0.01% 567
2025
Q1 		$10.6M Buy
141,594
+132,070
+1,387% +$9.68M 0.13% 175
2024
Q4 		$728K Buy
9,524
+1,932
+25% +$148K 0.01% 586
2024
Q3 		$593K Sell
7,592
-345
-4% -$25.9K 0.01% 549
2024
Q2 		$567K Buy
7,937
+4,108
+107% +$307K 0.01% 553
2024
Q1 		$311K Buy
+3,829
New +$302K 0.01% 559
2014
Q4 		– Sell
-140
Closed -$5K – 642
2014
Q3 		$5K Hold
140
– – ﹤0.01% 636
2014
Q2 		$5K Sell
140
-2,273
-94% -$83.5K ﹤0.01% 594
2014
Q1 		$87K Buy
2,413
+23
+1% +$826 0.04% 162
2013
Q4 		$86K Buy
2,390
+1,470
+160% +$49.7K 0.03% 261
2013
Q3 		$29K Buy
+920
New +$30.9K 0.01% 315

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 $95.5B AUM 28.4% 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

Waverly Advisors's SYY Position: Q1 2026 in Review

Waverly Advisors reduced its Sysco (SYY) stake by 0.43% in Q1 2026, selling an estimated $6.94K and leaving 19,457 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #733.

Waverly Advisors first reported a position in SYY in Q3 2013 and has held it in 14 quarters since. The position peaked at $10.6M in Q1 2025. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Waverly Advisors held 19,457 shares of Sysco worth $1.39M as of Q1 2026.
  • Waverly Advisors sold 84 Sysco shares in Q1 2026, an estimated $6.94K.
  • Sysco made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #733 holding.
  • Waverly Advisors first reported a position in Sysco in Q3 2013 and has held it in 14 quarters since.
  • Waverly Advisors's Sysco position peaked at $10.6M in Q1 2025.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.