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Carolinas Wealth Consulting’s Sysco SYY Stock Holding History

Carolinas Wealth Consulting’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,510
Closed -$263K – 834
2025
Q1 		$263K Buy
3,510
+2,689
+328% +$197K 0.06% 157
2024
Q4 		$62.7K Buy
821
+35
+4% +$2.68K 0.01% 327
2024
Q3 		$61.3K Buy
786
+47
+6% +$3.53K 0.01% 334
2024
Q2 		$52.8K Buy
739
+33
+5% +$2.47K 0.01% 360
2024
Q1 		$57.3K Sell
706
-14,563
-95% -$1.15M 0.01% 353
2023
Q4 		$68.4K Buy
15,269
+311
+2% +$21.5K 0.01% 292
2023
Q3 		$42.5K Sell
14,958
-183
-1% -$13.1K 0.01% 330
2023
Q2 		$59.7K Buy
15,141
+87
+0.6% +$6.43K 0.01% 323
2023
Q1 		$54.8K Hold
15,054
– – 0.01% 343
2022
Q4 		$54.4K Buy
15,054
+40
+0.3% +$3.23K 0.01% 343
2022
Q3 		$49K Sell
15,014
-355
-2% -$29.6K 0.01% 327
2022
Q2 		$86K Buy
15,369
+14,528
+1,727% +$1.22M 0.02% 269
2022
Q1 		$69K Buy
841
+4
+0.5% +$323 0.02% 303
2021
Q4 		$66K Buy
837
+114
+16% +$8.77K 0.01% 324
2021
Q3 		$57K Hold
723
– – 0.01% 326
2021
Q2 		$56K Buy
723
+160
+28% +$12.9K 0.01% 349
2021
Q1 		$45K Buy
563
+179
+47% +$13.9K 0.01% 379
2020
Q4 		$29K Buy
384
+154
+67% +$10.6K 0.01% 417
2020
Q3 		$14K Sell
230
-372
-62% -$21.6K ﹤0.01% 432
2020
Q2 		$33K Buy
+602
New +$31.7K 0.01% 245

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's SYY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Sysco (SYY) in Q2 2025, closing a stake of 3,510 shares — an estimated $263K sold.

Carolinas Wealth Consulting first reported a position in SYY in Q2 2020 and held it in 20 quarters. The position peaked at $263K in Q1 2025. 1,508 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Sysco position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,510 Sysco shares in Q2 2025, an estimated $263K.
  • Carolinas Wealth Consulting first reported a position in Sysco in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Sysco position peaked at $263K in Q1 2025.
  • 1,508 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.