Carson Wealth (CWM LLC)
SYY icon

Carson Wealth (CWM LLC)’s Sysco SYY Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$5.73M Sell
80,362
-3,365
-4% -$278K 0.02% 746
2025
Q4 		$6.17M Buy
83,727
+34,305
+69% +$2.61M 0.02% 699
2025
Q3 		$4.07M Buy
49,422
+11
+0% +$880 0.01% 800
2025
Q2 		$3.74M Buy
49,411
+823
+2% +$59.8K 0.01% 687
2025
Q1 		$3.65M Buy
48,588
+2,540
+6% +$186K 0.01% 617
2024
Q4 		$3.52M Buy
46,048
+1,697
+4% +$130K 0.01% 567
2024
Q3 		$3.46M Sell
44,351
-714
-2% -$53.7K 0.01% 539
2024
Q2 		$3.22M Buy
45,065
+1,160
+3% +$86.7K 0.02% 521
2024
Q1 		$3.56M Buy
43,905
+548
+1% +$43.2K 0.02% 481
2023
Q4 		$3.17M Buy
43,357
+11,963
+38% +$826K 0.02% 488
2023
Q3 		$2.07M Buy
31,394
+23,338
+290% +$1.68M 0.01% 539
2023
Q2 		$598K Buy
8,056
+1,291
+19% +$95.5K ﹤0.01% 881
2023
Q1 		$522K Buy
6,765
+389
+6% +$29.9K ﹤0.01% 880
2022
Q4 		$487K Sell
6,376
-481
-7% -$38.9K ﹤0.01% 821
2022
Q3 		$485K Sell
6,857
-2,109
-24% -$176K ﹤0.01% 755
2022
Q2 		$760K Buy
8,966
+2,796
+45% +$234K 0.01% 627
2022
Q1 		$504K Buy
6,170
+2,370
+62% +$192K ﹤0.01% 729
2021
Q4 		$298K Buy
+3,800
New +$292K ﹤0.01% 875
2021
Q2 		$200K Hold
2,576
– – ﹤0.01% 908
2021
Q1 		$200K Hold
2,576
– – ﹤0.01% 908
2020
Q4 		$200K Hold
2,576
– – ﹤0.01% 908
2020
Q3 		$200K Hold
2,576
– – ﹤0.01% 908
2020
Q2 		$200K Hold
2,576
– – ﹤0.01% 908
2020
Q1 		$200K Hold
2,576
– – ﹤0.01% 908
2019
Q4 		$200K Hold
2,576
– – ﹤0.01% 908
2019
Q3 		$200K Hold
2,576
– – ﹤0.01% 908
2019
Q2 		$200K Hold
2,576
– – ﹤0.01% 908
2019
Q1 		$200K Sell
2,576
-52,843
-95% -$3.44M ﹤0.01% 908
2018
Q4 		$3.47M Buy
55,419
+46,192
+501% +$3.11M 0.09% 199
2018
Q3 		$676K Buy
9,227
+8,178
+780% +$589K 0.02% 348
2018
Q2 		$72K Buy
1,049
+412
+65% +$26.3K ﹤0.01% 571
2018
Q1 		$38K Buy
637
+24
+4% +$1.45K ﹤0.01% 603
2017
Q4 		$37K Sell
613
-60
-9% -$3.4K ﹤0.01% 582
2017
Q3 		$36K Sell
673
-4,057
-86% -$211K ﹤0.01% 583
2017
Q2 		$238K Sell
4,730
-1,543
-25% -$82.4K 0.01% 297
2017
Q1 		$326K Sell
6,273
-41,127
-87% -$2.18M 0.02% 258
2016
Q4 		$2.63M Buy
47,400
+2,572
+6% +$134K 0.16% 127
2016
Q3 		$2.2M Sell
44,828
-7,323
-14% -$376K 0.15% 146
2016
Q2 		$2.65M Sell
52,151
-451,788
-90% -$21.9M 0.19% 136
2016
Q1 		$23.5M Sell
503,939
-44,966
-8% -$1.94M 2.07% 3
2015
Q4 		$22.5M Sell
548,905
-14,916
-3% -$612K 2.2% 2
2015
Q3 		$22M Sell
563,821
-34,723
-6% -$1.33M 2.21% 2
2015
Q2 		$21.6M Buy
598,544
+46,047
+8% +$1.72M 2.07% 3
2015
Q1 		$20.8M Buy
552,497
+100,074
+22% +$3.94M 2.11% 2
2014
Q4 		$18M Buy
452,423
+25,637
+6% +$994K 2.18% 3
2014
Q3 		$16.2M Buy
426,786
+79,243
+23% +$2.96M 2.35% 3
2014
Q2 		$13M Buy
347,543
+75,536
+28% +$2.77M 2.33% 5
2014
Q1 		$9.83M Buy
272,007
+244,169
+877% +$8.77M 1.34% 21
2013
Q4 		$997K Buy
27,838
+6,685
+32% +$226K 0.16% 93
2013
Q3 		$673K Buy
+21,153
New +$710K 0.18% 73

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SYY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sysco (SYY) stake by 4% in Q1 2026, selling an estimated $278K and leaving 80,362 shares worth $5.73M. The position accounts for 0.02% of the portfolio, ranked #746.

Carson Wealth (CWM LLC) first reported a position in SYY in Q3 2013 and has held it in 50 quarters since. The position peaked at $23.5M in Q1 2016. 1,568 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 80,362 shares of Sysco worth $5.73M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,365 Sysco shares in Q1 2026, an estimated $278K.
  • Sysco made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #746 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sysco in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Sysco position peaked at $23.5M in Q1 2016.
  • 1,568 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.