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Planning Strategies Inc.’s Sysco SYY Stock Holding History

Planning Strategies Inc.’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 		$1.25K Buy
+15
New +$1.14K ﹤0.01% 704

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Planning Strategies Inc.'s SYY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Sysco (SYY) in Q2 2026: 15 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings.

617 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Planning Strategies Inc. held 15 shares of Sysco worth $1.25K as of Q2 2026.
  • Sysco was a new Planning Strategies Inc. position in Q2 2026.
  • Sysco made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #704 holding.
  • 617 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.