Wescott Financial Advisory Group’s Sysco SYY Stock Holding History

Wescott Financial Advisory Group’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	$319K	Buy	3,815 +3	+0.1%	+$227	0.02%	160
2026 Q1	$272K	Buy	3,812 +49	+1%	+$4.05K	0.02%	164
2025 Q4	$277K	Buy	3,763 +12	+0.3%	+$913	0.02%	162
2025 Q3	$309K	Buy	3,751 +27	+0.7%	+$2.16K	0.03%	150
2025 Q2	$282K	Sell	3,724 -124	-3%	-$9K	0.03%	151
2025 Q1	$289K	Buy	3,848 +116	+3%	+$8.5K	0.03%	141
2024 Q4	$285K	Buy	3,732 +79	+2%	+$6.05K	0.03%	147
2024 Q3	$285K	Hold	3,653	–	–	0.03%	150
2024 Q2	$261K	Buy	3,653 +3	+0.1%	+$224	0.03%	149
2024 Q1	$296K	Hold	3,650	–	–	0.04%	139
2023 Q4	$267K	Hold	3,650	–	–	0.04%	141
2023 Q3	$241K	Hold	3,650	–	–	0.04%	140
2023 Q2	$271K	Sell	3,650 -195	-5%	-$14.4K	0.05%	136
2023 Q1	$297K	Buy	3,845 +178	+5%	+$13.7K	0.06%	127
2022 Q4	$280K	Hold	3,667	–	–	0.06%	126
2022 Q3	$259K	Sell	3,667 -1,344	-27%	-$112K	0.07%	120
2022 Q2	$424K	Buy	+5,011	New	+$420K	0.12%	88

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

Wescott Financial Advisory Group's SYY Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Sysco (SYY) stake by 0.08% in Q2 2026, buying an estimated $227 and bringing the position to 3,815 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #160.

Wescott Financial Advisory Group first reported a position in SYY in Q2 2022 and has held it in 17 quarters since. The position peaked at $424K in Q2 2022. 1,637 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Wescott Financial Advisory Group held 3,815 shares of Sysco worth $319K as of Q2 2026.
Wescott Financial Advisory Group bought 3 Sysco shares in Q2 2026, an estimated $227.
Sysco made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #160 holding.
Wescott Financial Advisory Group first reported a position in Sysco in Q2 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's Sysco position peaked at $424K in Q2 2022.
1,637 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.