Williams Financial’s Sysco SYY Stock Holding History

Williams Financial’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	$248K	Hold	2,963	–	–	0.13%	29
2026 Q1	$211K	Sell	2,963 -16	-0.5%	-$1.32K	0.12%	24
2025 Q4	$220K	Buy	2,979 +16	+0.5%	+$1.22K	0.13%	24
2025 Q3	$244K	Buy	+2,963	New	+$237K	0.25%	15
2025 Q1	–	Sell	-3,443	Closed	-$263K	–	25
2024 Q4	$263K	Sell	3,443 -250	-7%	-$19.1K	0.16%	12
2024 Q3	$288K	Hold	3,693	–	–	0.18%	12
2024 Q2	$264K	Sell	3,693 -135	-4%	-$10.1K	0.18%	12
2024 Q1	$311K	Sell	3,828 -190	-5%	-$15K	0.21%	13
2023 Q4	$294K	Sell	4,018 -140	-3%	-$9.66K	0.21%	28
2023 Q3	$275K	Sell	4,158 -203	-5%	-$14.6K	0.21%	28
2023 Q2	$324K	Sell	4,361 -135	-3%	-$9.98K	0.24%	25
2023 Q1	$347K	Hold	4,496	–	–	0.27%	24
2022 Q4	$344K	Sell	4,496 -425	-9%	-$34.3K	0.3%	22
2022 Q3	$348K	Hold	4,921	–	–	0.29%	23
2022 Q2	$417K	Sell	4,921 -1	-0%	-$84	0.34%	18
2022 Q1	$402K	Hold	4,922	–	–	0.3%	29
2021 Q4	$387K	Hold	4,922	–	–	0.29%	29
2021 Q3	$387K	Buy	4,922 +1	+0%	+$76	0.34%	25
2021 Q2	$383K	Sell	4,921 -400	-8%	-$32.3K	0.31%	34
2021 Q1	$419K	Hold	5,321	–	–	0.36%	30
2020 Q4	$395K	Buy	+5,321	New	+$366K	0.37%	23

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

Williams Financial's SYY Position: Q2 2026 in Review

Williams Financial held its Sysco (SYY) position steady in Q2 2026 at 2,963 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #29.

Williams Financial first reported a position in SYY in Q4 2020 and has held it in 21 quarters since. The position peaked at $419K in Q1 2021. 1,626 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Williams Financial held 2,963 shares of Sysco worth $248K as of Q2 2026.
Williams Financial left its Sysco share count unchanged in Q2 2026.
Sysco made up 0.13% of Williams Financial's portfolio in Q2 2026, its #29 holding.
Williams Financial first reported a position in Sysco in Q4 2020 and has held it in 21 quarters since.
Williams Financial's Sysco position peaked at $419K in Q1 2021.
1,626 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.