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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
Q2 		$1.6M Sell
19,164
-293
-2% -$22.2K 0.01% 749
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 $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 $3.37T AUM 44.26% 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

Waverly Advisors's SYY Position: Q2 2026 in Review

Waverly Advisors reduced its Sysco (SYY) stake by 1.5% in Q2 2026, selling an estimated $22.2K and leaving 19,164 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #749.

Waverly Advisors first reported a position in SYY in Q3 2013 and has held it in 15 quarters since. The position peaked at $10.6M in Q1 2025. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Waverly Advisors held 19,164 shares of Sysco worth $1.6M as of Q2 2026.
  • Waverly Advisors sold 293 Sysco shares in Q2 2026, an estimated $22.2K.
  • Sysco made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #749 holding.
  • Waverly Advisors first reported a position in Sysco in Q3 2013 and has held it in 15 quarters since.
  • Waverly Advisors's Sysco position peaked at $10.6M in Q1 2025.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.