Center for Financial Planning’s Sysco SYY Stock Holding History

Center for Financial Planning’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	–	Sell	-61	Closed	-$4.5K	–	718
2025 Q4	$4.5K	Buy	+61	New	+$4.64K	﹤0.01%	565
2023 Q2	–	Sell	-36	Closed	-$2.78K	–	586
2023 Q1	$2.78K	Hold	36	–	–	﹤0.01%	438
2022 Q4	$2.75K	Hold	36	–	–	﹤0.01%	443
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	496
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	457
2022 Q1	$3K	Hold	36	–	–	﹤0.01%	458
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	463
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	440
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	443
2021 Q1	$3K	Hold	36	–	–	﹤0.01%	480
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	426
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	411
2020 Q2	$2K	Sell	36 -75	-68%	-$3.94K	﹤0.01%	417
2020 Q1	$5K	Sell	111 -370	-77%	-$25.6K	﹤0.01%	420
2019 Q4	$41K	Buy	+481	New	+$39K	0.01%	204

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center for Financial Planning's SYY Position: Q1 2026 in Review

Center for Financial Planning sold out of Sysco (SYY) in Q1 2026, closing a stake of 61 shares — an estimated $4.5K sold.

Center for Financial Planning first reported a position in SYY in Q4 2019 and held it in 15 quarters. The position peaked at $41K in Q4 2019. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Center for Financial Planning reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 61 Sysco shares in Q1 2026, an estimated $4.5K.
Center for Financial Planning first reported a position in Sysco in Q4 2019 and held it in 15 quarters.
Center for Financial Planning's Sysco position peaked at $41K in Q4 2019.
1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.