CAPTRUST Financial 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 | $12.7M | Buy |
178,716
+12,292
| +7% | +$1.02M | 0.02% | 476 |
|
|
2025
Q4 | $12.3M | Buy |
166,424
+14,956
| +10% | +$1.14M | 0.02% | 440 |
|
|
2025
Q3 | $12.5M | Buy |
151,468
+1,639
| +1% | +$131K | 0.03% | 425 |
|
|
2025
Q2 | $11.3M | Buy |
149,829
+9,544
| +7% | +$693K | 0.03% | 432 |
|
|
2025
Q1 | $10.5M | Buy |
140,285
+22,993
| +20% | +$1.69M | 0.03% | 419 |
|
|
2024
Q4 | $8.97M | Sell |
117,292
-7,049
| -6% | -$540K | 0.03% | 394 |
|
|
2024
Q3 | $9.71M | Buy |
124,341
+8,891
| +8% | +$668K | 0.03% | 389 |
|
|
2024
Q2 | $8.24M | Sell |
115,450
-232
| -0.2% | -$17.3K | 0.03% | 390 |
|
|
2024
Q1 | $9.39M | Sell |
115,682
-14,919
| -11% | -$1.18M | 0.03% | 358 |
|
|
2023
Q4 | $9.55M | Buy |
130,601
+10,780
| +9% | +$744K | 0.03% | 382 |
|
|
2023
Q3 | $7.91M | Buy |
119,821
+4,078
| +4% | +$293K | 0.03% | 382 |
|
|
2023
Q2 | $8.59M | Buy |
115,743
+6,658
| +6% | +$492K | 0.03% | 359 |
|
|
2023
Q1 | $8.42M | Buy |
109,085
+13,793
| +14% | +$1.06M | 0.04% | 324 |
|
|
2022
Q4 | $7.29M | Buy |
95,292
+2,213
| +2% | +$179K | 0.04% | 354 |
|
|
2022
Q3 | $6.58M | Buy |
93,079
+7,263
| +8% | +$605K | 0.04% | 335 |
|
|
2022
Q2 | $7.31M | Buy |
85,816
+13,817
| +19% | +$1.16M | 0.05% | 299 |
|
|
2022
Q1 | $5.91M | Sell |
71,999
-22,310
| -24% | -$1.8M | 0.04% | 335 |
|
|
2021
Q4 | $7.41M | Sell |
94,309
-7,495
| -7% | -$577K | 0.05% | 285 |
|
|
2021
Q3 | $8.04M | Buy |
101,804
+9,391
| +10% | +$716K | 0.07% | 243 |
|
|
2021
Q2 | $7.18M | Sell |
92,413
-3,664
| -4% | -$296K | 0.07% | 243 |
|
|
2021
Q1 | $7.61M | Sell |
96,077
-7,594
| -7% | -$589K | 0.08% | 215 |
|
|
2020
Q4 | $7.7M | Buy |
103,671
+8,686
| +9% | +$597K | 0.1% | 187 |
|
|
2020
Q3 | $5.99M | Sell |
94,985
-497,507
| -84% | -$28.9M | 0.1% | 195 |
|
|
2020
Q2 | $32.1M | Buy |
592,492
+32,734
| +6% | +$1.72M | 0.53% | 38 |
|
|
2020
Q1 | $23.4M | Sell |
559,758
-14,252
| -2% | -$986K | 0.52% | 45 |
|
|
2019
Q4 | $48.9M | Buy |
574,010
+543,853
| +1,803% | +$44.1M | 0.77% | 21 |
|
|
2019
Q3 | $2.39M | Hold |
30,157
| – | – | 0.08% | 202 |
|
|
2019
Q2 | $2.13M | Buy |
30,157
+7,735
| +34% | +$550K | 0.08% | 209 |
|
|
2019
Q1 | $1.5M | Sell |
22,422
-5,911
| -21% | -$385K | 0.06% | 223 |
|
|
2018
Q4 | $1.77M | Hold |
28,333
| – | – | 0.1% | 160 |
|
|
2018
Q3 | $2.08M | Buy |
28,333
+20,335
| +254% | +$1.47M | 0.09% | 148 |
|
|
2018
Q2 | $546K | Buy |
7,998
+172
| +2% | +$11K | 0.03% | 245 |
|
|
2018
Q1 | $457K | Sell |
7,826
-72
| -0.9% | -$4.36K | 0.03% | 235 |
|
|
2017
Q4 | $480K | Buy |
7,898
+7,848
| +15,696% | +$445K | 0.03% | 235 |
|
|
2017
Q3 | $3K | Buy |
+50
| New | +$2.6K | ﹤0.01% | 514 |
|
Other funds holding SYY
VCM
VPM
CAPTRUST Financial Advisors's SYY Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Sysco (SYY) stake by 7.4% in Q1 2026, buying an estimated $1.02M and bringing the position to 178,716 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #476.
CAPTRUST Financial Advisors first reported a position in SYY in Q3 2017 and has held it in 35 quarters since. The position peaked at $48.9M in Q4 2019. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- CAPTRUST Financial Advisors held 178,716 shares of Sysco worth $12.7M as of Q1 2026.
- CAPTRUST Financial Advisors bought 12,292 Sysco shares in Q1 2026, an estimated $1.02M.
- Sysco made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #476 holding.
- CAPTRUST Financial Advisors first reported a position in Sysco in Q3 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Sysco position peaked at $48.9M in Q4 2019.
- 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.