Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$376K Sell
4,499
-546
-11% -$41.3K 0.07% 68
2026
Q1
$359K Buy
5,045
+674
+15% +$55.7K 0.07% 65
2025
Q4
$322K Sell
4,371
-42
-1% -$3.19K 0.07% 69
2025
Q3
$363K Buy
4,413
+26
+0.6% +$2.08K 0.08% 63
2025
Q2
$332K Sell
4,387
-404
-8% -$29.3K 0.08% 67
2025
Q1
$366K Hold
4,791
0.09% 59
2024
Q4
$366K Buy
4,791
+345
+8% +$26.4K 0.09% 59
2024
Q3
$347K Buy
4,446
+7
+0.2% +$526 0.09% 58
2024
Q2
$316K Buy
4,439
+95
+2% +$7.1K 0.09% 58
2024
Q1
$353K Buy
4,344
+19
+0.4% +$1.5K 0.09% 54
2023
Q4
$316K Sell
4,325
-18
-0.4% -$1.24K 0.09% 56
2023
Q3
$286K Buy
4,343
+41
+1% +$2.95K 0.08% 56
2023
Q2
$318K Buy
4,302
+14
+0.3% +$1.03K 0.08% 56
2023
Q1
$327K Hold
4,288
0.09% 51
2022
Q4
$303K Hold
4,288
0.09% 50
2022
Q3
$303K Buy
4,288
+3,346
+355% +$279K 0.09% 50
2022
Q2
$80K Hold
942
0.02% 107
2022
Q1
$77K Sell
942
-200
-18% -$16.2K 0.02% 101
2021
Q4
$90K Buy
1,142
+200
+21% +$15.4K 0.03% 89
2021
Q3
$74K Buy
942
+200
+27% +$15.3K 0.02% 101
2021
Q2
$58K Buy
742
+12
+2% +$969 0.02% 120
2021
Q1
$57K Hold
730
0.02% 116
2020
Q4
$54K Sell
730
-433
-37% -$29.8K 0.02% 118
2020
Q3
$72K Buy
1,163
+433
+59% +$25.2K 0.02% 73
2020
Q2
$40K Sell
730
-100
-12% -$5.26K 0.01% 100
2020
Q1
$38K Buy
+830
New +$57.4K 0.02% 98

Other funds holding SYY

Avion Wealth's SYY Position: Q2 2026 in Review

Avion Wealth reduced its Sysco (SYY) stake by 11% in Q2 2026, selling an estimated $41.3K and leaving 4,499 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #68.

Avion Wealth first reported a position in SYY in Q1 2020 and has held it in 26 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Avion Wealth held 4,499 shares of Sysco worth $376K as of Q2 2026.
  • Avion Wealth sold 546 Sysco shares in Q2 2026, an estimated $41.3K.
  • Sysco made up 0.07% of Avion Wealth's portfolio in Q2 2026, its #68 holding.
  • Avion Wealth first reported a position in Sysco in Q1 2020 and has held it in 26 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.