Cassaday & 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
Q2
$120K Sell
1,441
-13
-0.9% -$984 ﹤0.01% 438
2026
Q1
$104K Buy
+1,454
New +$120K ﹤0.01% 458

Other funds holding SYY

Cassaday & Co Wealth Management's SYY Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Sysco (SYY) stake by 0.89% in Q2 2026, selling an estimated $984 and leaving 1,441 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Cassaday & Co Wealth Management first reported a position in SYY in Q1 2026 and has held it in 2 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,441 shares of Sysco worth $120K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 13 Sysco shares in Q2 2026, an estimated $984.
  • Sysco made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Cassaday & Co Wealth Management first reported a position in Sysco in Q1 2026 and has held it in 2 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.