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Wealth Management Partners’s Sysco SYY Stock Holding History

Wealth Management Partners’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 		$521K Sell
6,228
-246
-4% -$18.6K 0.12% 114
2026
Q1 		$462K Buy
6,474
+72
+1% +$5.95K 0.13% 108
2025
Q4 		$472K Buy
6,402
+578
+10% +$44K 0.13% 103
2025
Q3 		$480K Sell
5,824
-1,594
-21% -$127K 0.15% 98
2025
Q2 		$569K Sell
7,418
-607
-8% -$44.1K 0.2% 84
2025
Q1 		$602K Sell
8,025
-196
-2% -$14.4K 0.28% 68
2024
Q4 		$629K Sell
8,221
-654
-7% -$50.1K 0.27% 71
2024
Q3 		$693K Sell
8,875
-1,017
-10% -$76.5K 0.32% 64
2024
Q2 		$706K Sell
9,892
-930
-9% -$69.5K 0.34% 57
2024
Q1 		$879K Sell
10,822
-227
-2% -$17.9K 0.45% 48
2023
Q4 		$808K Buy
11,049
+744
+7% +$51.4K 0.45% 48
2023
Q3 		$681K Sell
10,305
-350
-3% -$25.1K 0.42% 52
2023
Q2 		$791K Sell
10,655
-94
-0.9% -$6.95K 0.5% 45
2023
Q1 		$830K Sell
10,749
-251
-2% -$19.3K 0.58% 38
2022
Q4 		$830K Hold
11,000
– – 0.69% 37
2022
Q3 		$803K Hold
11,000
– – 0.71% 36
2022
Q2 		$967K Sell
11,000
-1,000
-8% -$83.8K 0.85% 31
2022
Q1 		$1M Hold
12,000
– – 0.71% 35
2021
Q4 		$961K Sell
12,000
-2,202
-16% -$169K 0.66% 37
2021
Q3 		$1.11M Sell
14,202
-525
-4% -$40K 0.83% 30
2021
Q2 		$1.15M Sell
14,727
-108
-0.7% -$8.72K 0.8% 32
2021
Q1 		$1.2M Sell
14,835
-495
-3% -$38.4K 0.89% 31
2020
Q4 		$1.14M Buy
+15,330
New +$1.05M 0.89% 29

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

Wealth Management Partners's SYY Position: Q2 2026 in Review

Wealth Management Partners reduced its Sysco (SYY) stake by 3.8% in Q2 2026, selling an estimated $18.6K and leaving 6,228 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #114.

Wealth Management Partners first reported a position in SYY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q1 2021. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Wealth Management Partners held 6,228 shares of Sysco worth $521K as of Q2 2026.
  • Wealth Management Partners sold 246 Sysco shares in Q2 2026, an estimated $18.6K.
  • Sysco made up 0.12% of Wealth Management Partners's portfolio in Q2 2026, its #114 holding.
  • Wealth Management Partners first reported a position in Sysco in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's Sysco position peaked at $1.2M in Q1 2021.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.