1858 Wealth Management’s Sysco SYY Stock Holding History

1858 Wealth Management’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
2025 Q3	$250K	Sell	3,037 -208	-6%	-$16.6K	0.18%	92
2025 Q2	$246K	Sell	3,245 -116	-3%	-$8.42K	0.18%	103
2025 Q1	$252K	Buy	3,361 +194	+6%	+$14.2K	0.21%	95
2024 Q4	$242K	Hold	3,167	–	–	0.19%	106
2024 Q3	$247K	Hold	3,167	–	–	0.2%	97
2024 Q2	$226K	Sell	3,167 -177	-5%	-$13.2K	0.19%	106
2024 Q1	$245K	Hold	3,344	–	–	0.23%	94
2023 Q4	$245K	Buy	+3,344	New	+$231K	0.23%	94

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1858 Wealth Management's SYY Position: Q3 2025 in Review

1858 Wealth Management reduced its Sysco (SYY) stake by 6.4% in Q3 2025, selling an estimated $16.6K and leaving 3,037 shares worth $250K. The position accounts for 0.18% of the portfolio, ranked #92.

1858 Wealth Management first reported a position in SYY in Q4 2023 and has held it in 8 quarters since. The position peaked at $252K in Q1 2025. 1,552 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

1858 Wealth Management held 3,037 shares of Sysco worth $250K as of Q3 2025.
1858 Wealth Management sold 208 Sysco shares in Q3 2025, an estimated $16.6K.
Sysco made up 0.18% of 1858 Wealth Management's portfolio in Q3 2025, its #92 holding.
1858 Wealth Management first reported a position in Sysco in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Sysco position peaked at $252K in Q1 2025.
1,552 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.