Accretive Wealth Partners’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.75M Buy
24,509
+160
+0.7% +$13.2K 0.49% 54
2025
Q4
$1.79M Sell
24,349
-106
-0.4% -$8.06K 0.53% 58
2025
Q3
$2.01M Sell
24,455
-342
-1% -$27.3K 0.61% 52
2025
Q2
$1.88M Buy
24,797
+304
+1% +$22.1K 0.62% 54
2025
Q1
$1.71M Buy
24,493
+2,719
+12% +$199K 0.61% 55
2024
Q4
$1.66M Sell
21,774
-9
-0% -$689 0.71% 47
2024
Q3
$1.7M Sell
21,783
-344
-2% -$25.9K 0.71% 47
2024
Q2
$1.58M Buy
22,127
+262
+1% +$19.6K 0.66% 48
2024
Q1
$1.65M Buy
21,865
+77
+0.4% +$6.07K 0.73% 42
2023
Q4
$1.59M Buy
21,788
+212
+1% +$14.6K 0.77% 42
2023
Q3
$1.43M Buy
21,576
+179
+0.8% +$12.9K 0.85% 34
2023
Q2
$1.59M Buy
21,397
+361
+2% +$26.7K 0.94% 29
2023
Q1
$1.62M Buy
21,036
+144
+0.7% +$11.1K 1.04% 24
2022
Q4
$1.6M Sell
20,892
-172
-0.8% -$13.9K 1.1% 22
2022
Q3
$1.49M Buy
21,064
+45
+0.2% +$3.75K 1.13% 25
2022
Q2
$1.78M Buy
21,019
+23
+0.1% +$1.93K 1.29% 17
2022
Q1
$1.71M Buy
20,996
+159
+0.8% +$12.9K 1.08% 22
2021
Q4
$1.64M Buy
20,837
+39
+0.2% +$3K 1.04% 23
2021
Q3
$1.63M Buy
20,798
+681
+3% +$51.9K 1.15% 18
2021
Q2
$1.56M Buy
20,117
+1,095
+6% +$88.4K 1.13% 19
2021
Q1
$1.5M Buy
19,022
+968
+5% +$75K 1.35% 14
2020
Q4
$1.34M Buy
+18,054
New +$1.24M 1.33% 14

Other funds holding SYY

Accretive Wealth Partners's SYY Position: Q1 2026 in Review

Accretive Wealth Partners increased its Sysco (SYY) stake by 0.66% in Q1 2026, buying an estimated $13.2K and bringing the position to 24,509 shares worth $1.75M. The position accounts for 0.49% of the portfolio, ranked #54.

Accretive Wealth Partners first reported a position in SYY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.01M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Accretive Wealth Partners held 24,509 shares of Sysco worth $1.75M as of Q1 2026.
  • Accretive Wealth Partners bought 160 Sysco shares in Q1 2026, an estimated $13.2K.
  • Sysco made up 0.49% of Accretive Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Accretive Wealth Partners first reported a position in Sysco in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's Sysco position peaked at $2.01M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.