AssetMark Inc’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 | $12.3M | Buy |
171,824
+10,547
| +7% | +$872K | 0.03% | 457 |
|
|
2025
Q4 | $11.9M | Buy |
161,277
+64,678
| +67% | +$4.92M | 0.02% | 453 |
|
|
2025
Q3 | $7.95M | Buy |
96,599
+22,582
| +31% | +$1.81M | 0.02% | 519 |
|
|
2025
Q2 | $5.61M | Buy |
74,017
+71,725
| +3,129% | +$5.21M | 0.01% | 556 |
|
|
2025
Q1 | $172K | Buy |
2,292
+586
| +34% | +$43K | ﹤0.01% | 1172 |
|
|
2024
Q4 | $130K | Buy |
1,706
+476
| +39% | +$36.4K | ﹤0.01% | 1194 |
|
|
2024
Q3 | $96K | Buy |
1,230
+193
| +19% | +$14.5K | ﹤0.01% | 1158 |
|
|
2024
Q2 | $74K | Sell |
1,037
-81
| -7% | -$6.05K | ﹤0.01% | 1160 |
|
|
2024
Q1 | $90.8K | Sell |
1,118
-82
| -7% | -$6.46K | ﹤0.01% | 1059 |
|
|
2023
Q4 | $87.8K | Sell |
1,200
-34,092
| -97% | -$2.35M | ﹤0.01% | 1062 |
|
|
2023
Q3 | $2.33M | Buy |
35,292
+3,787
| +12% | +$272K | 0.01% | 480 |
|
|
2023
Q2 | $2.34M | Buy |
31,505
+4,550
| +17% | +$336K | 0.01% | 450 |
|
|
2023
Q1 | $2.08M | Buy |
26,955
+4,270
| +19% | +$328K | 0.01% | 443 |
|
|
2022
Q4 | $1.73M | Buy |
22,685
+6,118
| +37% | +$494K | 0.01% | 458 |
|
|
2022
Q3 | $1.17M | Buy |
16,567
+3,724
| +29% | +$310K | 0.01% | 474 |
|
|
2022
Q2 | $1.09M | Buy |
12,843
+11,701
| +1,025% | +$980K | ﹤0.01% | 475 |
|
|
2022
Q1 | $93K | Sell |
1,142
-62
| -5% | -$5.01K | ﹤0.01% | 799 |
|
|
2021
Q4 | $95K | Buy |
1,204
+296
| +33% | +$22.8K | ﹤0.01% | 796 |
|
|
2021
Q3 | $71K | Sell |
908
-3,213
| -78% | -$245K | ﹤0.01% | 713 |
|
|
2021
Q2 | $320K | Buy |
4,121
+419
| +11% | +$33.8K | ﹤0.01% | 519 |
|
|
2021
Q1 | $291K | Sell |
3,702
-357,328
| -99% | -$27.7M | ﹤0.01% | 511 |
|
|
2020
Q4 | $26.8M | Buy |
361,030
+33,431
| +10% | +$2.3M | 0.15% | 142 |
|
|
2020
Q3 | $20.4M | Buy |
327,599
+11,260
| +4% | +$655K | 0.13% | 148 |
|
|
2020
Q2 | $17.9M | Sell |
316,339
-290,764
| -48% | -$15.3M | 0.13% | 150 |
|
|
2020
Q1 | $27.7M | Buy |
607,103
+112,449
| +23% | +$7.78M | 0.23% | 101 |
|
|
2019
Q4 | $42.3M | Buy |
494,654
+37,191
| +8% | +$3.01M | 0.32% | 86 |
|
|
2019
Q3 | $36.3M | Buy |
457,463
+46,503
| +11% | +$3.41M | 0.3% | 90 |
|
|
2019
Q2 | $29.1M | Buy |
410,960
+14,528
| +4% | +$1.03M | 0.24% | 98 |
|
|
2019
Q1 | $26.5M | Buy |
396,432
+35,560
| +10% | +$2.31M | 0.24% | 103 |
|
|
2018
Q4 | $22.6M | Buy |
360,872
+349,518
| +3,078% | +$23.6M | 0.22% | 103 |
|
|
2018
Q3 | $832K | Buy |
11,354
+137
| +1% | +$9.87K | 0.01% | 319 |
|
|
2018
Q2 | $766K | Buy |
11,217
+292
| +3% | +$18.7K | 0.01% | 316 |
|
|
2018
Q1 | $655K | Sell |
10,925
-576
| -5% | -$34.9K | 0.01% | 322 |
|
|
2017
Q4 | $698K | Sell |
11,501
-3,946
| -26% | -$224K | 0.01% | 324 |
|
|
2017
Q3 | $833K | Sell |
15,447
-427,379
| -97% | -$22.2M | 0.01% | 308 |
|
|
2017
Q2 | $22.3M | Buy |
442,826
+38,825
| +10% | +$2.07M | 0.28% | 92 |
|
|
2017
Q1 | $21M | Buy |
404,001
+67,362
| +20% | +$3.57M | 0.28% | 90 |
|
|
2016
Q4 | $18.6M | Buy |
336,639
+17,621
| +6% | +$915K | 0.27% | 86 |
|
|
2016
Q3 | $15.6M | Buy |
319,018
+118,926
| +59% | +$6.11M | 0.24% | 97 |
|
|
2016
Q2 | $10.2M | Buy |
200,092
+22,613
| +13% | +$1.09M | 0.17% | 117 |
|
|
2016
Q1 | $8.29M | Sell |
177,479
-29,713
| -14% | -$1.28M | 0.14% | 121 |
|
|
2015
Q4 | $8.49M | Buy |
207,192
+7,827
| +4% | +$321K | 0.16% | 115 |
|
|
2015
Q3 | $7.77M | Buy |
199,365
+134,602
| +208% | +$5.14M | 0.16% | 97 |
|
|
2015
Q2 | $2.34M | Buy |
64,763
+4,036
| +7% | +$151K | 0.05% | 167 |
|
|
2015
Q1 | $2.29M | Buy |
60,727
+3,262
| +6% | +$129K | 0.05% | 174 |
|
|
2014
Q4 | $2.28M | Buy |
57,465
+2,680
| +5% | +$104K | 0.05% | 182 |
|
|
2014
Q3 | $2.08M | Buy |
54,785
+287
| +0.5% | +$10.7K | 0.05% | 191 |
|
|
2014
Q2 | $2.04M | Buy |
54,498
+8,521
| +19% | +$313K | 0.04% | 198 |
|
|
2014
Q1 | $1.66M | Sell |
45,977
-1,023
| -2% | -$36.7K | 0.04% | 184 |
|
|
2013
Q4 | $1.7M | Sell |
47,000
-1,227
| -3% | -$41.5K | 0.04% | 193 |
|
|
2013
Q3 | $1.53M | Buy |
+48,227
| New | +$1.62M | 0.04% | 209 |
|
Other funds holding SYY
VCM
VPM
AssetMark Inc's SYY Position: Q1 2026 in Review
AssetMark Inc increased its Sysco (SYY) stake by 6.5% in Q1 2026, buying an estimated $872K and bringing the position to 171,824 shares worth $12.3M. The position accounts for 0.03% of the portfolio, ranked #457.
AssetMark Inc first reported a position in SYY in Q3 2013 and has held it in 51 quarters since. The position peaked at $42.3M in Q4 2019. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- AssetMark Inc held 171,824 shares of Sysco worth $12.3M as of Q1 2026.
- AssetMark Inc bought 10,547 Sysco shares in Q1 2026, an estimated $872K.
- Sysco made up 0.03% of AssetMark Inc's portfolio in Q1 2026, its #457 holding.
- AssetMark Inc first reported a position in Sysco in Q3 2013 and has held it in 51 quarters since.
- AssetMark Inc's Sysco position peaked at $42.3M in Q4 2019.
- 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.