Arete Wealth Advisors’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 | – | Sell |
-3,094
| Closed | -$228K | – | 694 |
|
|
2025
Q4 | $228K | Buy |
3,094
+59
| +2% | +$4.49K | 0.01% | 685 |
|
|
2025
Q3 | $250K | Sell |
3,035
-32
| -1% | -$2.56K | 0.02% | 658 |
|
|
2025
Q2 | $232K | Sell |
3,067
-21
| -0.7% | -$1.52K | 0.02% | 650 |
|
|
2025
Q1 | $232K | Sell |
3,088
-322
| -9% | -$23.6K | 0.02% | 624 |
|
|
2024
Q4 | $261K | Buy |
3,410
+439
| +15% | +$33.6K | 0.02% | 609 |
|
|
2024
Q3 | $232K | Sell |
2,971
-682
| -19% | -$51.3K | 0.02% | 604 |
|
|
2024
Q2 | $261K | Buy |
+3,653
| New | +$273K | 0.02% | 569 |
|
|
2024
Q1 | – | Sell |
-4,040
| Closed | -$295K | – | 692 |
|
|
2023
Q4 | $295K | Buy |
4,040
+3
| +0.1% | +$207 | 0.02% | 555 |
|
|
2023
Q3 | $267K | Sell |
4,037
-114
| -3% | -$8.19K | 0.05% | 371 |
|
|
2023
Q2 | $308K | Buy |
4,151
+222
| +6% | +$16.4K | 0.03% | 489 |
|
|
2023
Q1 | $303K | Sell |
3,929
-75
| -2% | -$5.76K | 0.02% | 471 |
|
|
2022
Q4 | $306M | Hold |
4,004
| – | – | 0.03% | 456 |
|
|
2022
Q3 | $283K | Sell |
4,004
-711
| -15% | -$59.2K | 0.03% | 419 |
|
|
2022
Q2 | $266K | Buy |
4,715
+1,192
| +34% | +$99.8K | 0.03% | 361 |
|
|
2022
Q1 | $288K | Sell |
3,523
-361
| -9% | -$29.2K | 0.02% | 386 |
|
|
2021
Q4 | $306K | Sell |
3,884
-8,007
| -67% | -$616K | 0.03% | 379 |
|
|
2021
Q3 | $933K | Buy |
11,891
+8,203
| +222% | +$626K | 0.1% | 177 |
|
|
2021
Q2 | $228K | Sell |
3,688
-81
| -2% | -$6.54K | 0.03% | 309 |
|
|
2021
Q1 | $297K | Buy |
3,769
+284
| +8% | +$22K | 0.04% | 320 |
|
|
2020
Q4 | $258K | Hold |
3,485
| – | – | 0.04% | 332 |
|
|
2020
Q3 | $220K | Buy |
+3,485
| New | +$203K | 0.03% | 341 |
|
|
2020
Q1 | – | Sell |
-5,383
| Closed | -$460K | – | 405 |
|
|
2019
Q4 | $460K | Sell |
5,383
-28
| -0.5% | -$2.27K | 0.08% | 243 |
|
|
2019
Q3 | $430K | Buy |
5,411
+96
| +2% | +$7.05K | 0.08% | 236 |
|
|
2019
Q2 | $376K | Buy |
5,315
+6
| +0.1% | +$427 | 0.07% | 265 |
|
|
2019
Q1 | $354K | Sell |
5,309
-2,024
| -28% | -$132K | 0.07% | 261 |
|
|
2018
Q4 | $459K | Buy |
7,333
+2,263
| +45% | +$153K | 0.11% | 202 |
|
|
2018
Q3 | $371K | Buy |
5,070
+769
| +18% | +$55.4K | 0.08% | 232 |
|
|
2018
Q2 | $294K | Buy |
+4,301
| New | +$275K | 0.07% | 276 |
|
Other funds holding SYY
VCM
VPM
Arete Wealth Advisors's SYY Position: Q1 2026 in Review
Arete Wealth Advisors sold out of Sysco (SYY) in Q1 2026, closing a stake of 3,094 shares — an estimated $228K sold.
Arete Wealth Advisors first reported a position in SYY in Q2 2018 and held it in 28 quarters. The position peaked at $306M in Q4 2022. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Arete Wealth Advisors reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
- Arete Wealth Advisors sold 3,094 Sysco shares in Q1 2026, an estimated $228K.
- Arete Wealth Advisors first reported a position in Sysco in Q2 2018 and held it in 28 quarters.
- Arete Wealth Advisors's Sysco position peaked at $306M in Q4 2022.
- 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.