Bartlett & Co Wealth Management’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 | $3.97M | Sell |
54,811
-12,133
| -18% | -$1M | 0.05% | 155 |
|
|
2025
Q4 | $4.93M | Sell |
66,944
-4,580
| -6% | -$348K | 0.06% | 142 |
|
|
2025
Q3 | $5.89M | Sell |
71,524
-5,810
| -8% | -$465K | 0.08% | 134 |
|
|
2025
Q2 | $5.86M | Sell |
77,334
-2,610
| -3% | -$190K | 0.08% | 128 |
|
|
2025
Q1 | $6M | Sell |
79,944
-1,679
| -2% | -$123K | 0.09% | 127 |
|
|
2024
Q4 | $6.24M | Sell |
81,623
-7,512
| -8% | -$575K | 0.09% | 124 |
|
|
2024
Q3 | $6.96M | Sell |
89,135
-1,554
| -2% | -$117K | 0.1% | 120 |
|
|
2024
Q2 | $6.47M | Sell |
90,689
-2,150
| -2% | -$161K | 0.1% | 120 |
|
|
2024
Q1 | $7.54M | Sell |
92,839
-12,965
| -12% | -$1.02M | 0.12% | 110 |
|
|
2023
Q4 | $7.73M | Sell |
105,804
-1,239
| -1% | -$85.5K | 0.13% | 112 |
|
|
2023
Q3 | $7.07M | Sell |
107,043
-1,080
| -1% | -$77.6K | 0.13% | 112 |
|
|
2023
Q2 | $8.02M | Buy |
108,123
+3,137
| +3% | +$232K | 0.14% | 108 |
|
|
2023
Q1 | $8.11M | Sell |
104,986
-3,000
| -3% | -$230K | 0.16% | 103 |
|
|
2022
Q4 | $8.26M | Sell |
107,986
-3,585
| -3% | -$290K | 0.17% | 103 |
|
|
2022
Q3 | $7.89M | Sell |
111,571
-477
| -0.4% | -$39.7K | 0.17% | 104 |
|
|
2022
Q2 | $9.55M | Sell |
112,048
-9,319
| -8% | -$781K | 0.19% | 94 |
|
|
2022
Q1 | $9.97M | Buy |
121,367
+2,717
| +2% | +$220K | 0.17% | 100 |
|
|
2021
Q4 | $9.32M | Sell |
118,650
-1,935
| -2% | -$149K | 0.16% | 105 |
|
|
2021
Q3 | $9.52M | Buy |
120,585
+430
| +0.4% | +$32.8K | 0.18% | 95 |
|
|
2021
Q2 | $9.34M | Sell |
120,155
-4,500
| -4% | -$363K | 0.18% | 99 |
|
|
2021
Q1 | $9.87M | Sell |
124,655
-82,221
| -40% | -$6.37M | 0.2% | 92 |
|
|
2020
Q4 | $15.4M | Sell |
206,876
-4,557
| -2% | -$313K | 0.33% | 72 |
|
|
2020
Q3 | $13.2M | Sell |
211,433
-19,158
| -8% | -$1.11M | 0.31% | 71 |
|
|
2020
Q2 | $12.6M | Sell |
230,591
-4,005
| -2% | -$211K | 0.33% | 71 |
|
|
2020
Q1 | $10.7M | Sell |
234,596
-3,783
| -2% | -$262K | 0.33% | 74 |
|
|
2019
Q4 | $20.4M | Sell |
238,379
-4,318
| -2% | -$350K | 0.5% | 59 |
|
|
2019
Q3 | $19.3M | Buy |
242,697
+171,135
| +239% | +$12.6M | 0.51% | 58 |
|
|
2019
Q2 | $5.06M | Sell |
71,562
-395
| -0.5% | -$28.1K | 0.19% | 88 |
|
|
2019
Q1 | $4.8M | Sell |
71,957
-750
| -1% | -$48.8K | 0.18% | 88 |
|
|
2018
Q4 | $4.56M | Sell |
72,707
-150
| -0.2% | -$10.1K | 0.19% | 90 |
|
|
2018
Q3 | $5.34M | Sell |
72,857
-1,450
| -2% | -$104K | 0.2% | 85 |
|
|
2018
Q2 | $5.07M | Sell |
74,307
-1,300
| -2% | -$83K | 0.21% | 82 |
|
|
2018
Q1 | $4.53M | Buy |
+75,607
| New | +$4.58M | 0.19% | 85 |
|
Other funds holding SYY
VCM
VPM
Bartlett & Co Wealth Management's SYY Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Sysco (SYY) stake by 18% in Q1 2026, selling an estimated $1M and leaving 54,811 shares worth $3.97M. The position accounts for 0.05% of the portfolio, ranked #155.
Bartlett & Co Wealth Management first reported a position in SYY in Q1 2018 and has held it in 33 quarters since. The position peaked at $20.4M in Q4 2019. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Bartlett & Co Wealth Management held 54,811 shares of Sysco worth $3.97M as of Q1 2026.
- Bartlett & Co Wealth Management sold 12,133 Sysco shares in Q1 2026, an estimated $1M.
- Sysco made up 0.05% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #155 holding.
- Bartlett & Co Wealth Management first reported a position in Sysco in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Sysco position peaked at $20.4M in Q4 2019.
- 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.