Clearstead 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 | $1.95M | Sell |
27,393
-47
| -0.2% | -$3.88K | 0.02% | 373 |
|
|
2025
Q4 | $2.02M | Buy |
27,440
+1,968
| +8% | +$150K | 0.03% | 327 |
|
|
2025
Q3 | $2.1M | Buy |
25,472
+207
| +0.8% | +$16.6K | 0.03% | 317 |
|
|
2025
Q2 | $1.91M | Buy |
25,265
+788
| +3% | +$57.2K | 0.03% | 323 |
|
|
2025
Q1 | $1.84M | Sell |
24,477
-2,760
| -10% | -$202K | 0.03% | 314 |
|
|
2024
Q4 | $2.08M | Buy |
27,237
+999
| +4% | +$76.5K | 0.03% | 290 |
|
|
2024
Q3 | $2.05M | Sell |
26,238
-412
| -2% | -$31K | 0.03% | 295 |
|
|
2024
Q2 | $1.9M | Buy |
26,650
+7,728
| +41% | +$577K | 0.03% | 285 |
|
|
2024
Q1 | $1.43M | Sell |
18,922
-30
| -0.2% | -$2.36K | 0.07% | 188 |
|
|
2023
Q4 | $1.39M | Sell |
18,952
-24,311
| -56% | -$1.68M | 0.07% | 184 |
|
|
2023
Q3 | $2.86M | Buy |
43,263
+24,357
| +129% | +$1.75M | 0.08% | 168 |
|
|
2023
Q2 | $1.4M | Sell |
18,906
-1,620
| -8% | -$120K | 0.09% | 168 |
|
|
2023
Q1 | $1.59M | Sell |
20,526
-545
| -3% | -$41.8K | 0.12% | 142 |
|
|
2022
Q4 | $1.61M | Sell |
21,071
-117
| -0.6% | -$9.45K | 0.13% | 136 |
|
|
2022
Q3 | $1.5M | Sell |
21,188
-6,337
| -23% | -$528K | 0.14% | 133 |
|
|
2022
Q2 | $2.33M | Sell |
27,525
-123
| -0.4% | -$10.3K | 0.18% | 106 |
|
|
2022
Q1 | $2.26M | Buy |
27,648
+941
| +4% | +$76.1K | 0.15% | 114 |
|
|
2021
Q4 | $2.1M | Buy |
26,707
+560
| +2% | +$43.1K | 0.14% | 120 |
|
|
2021
Q3 | $2.05M | Sell |
26,147
-8
| -0% | -$610 | 0.15% | 113 |
|
|
2021
Q2 | $2.03M | Buy |
26,155
+53
| +0.2% | +$4.28K | 0.16% | 110 |
|
|
2021
Q1 | $2.06M | Buy |
26,102
+2,003
| +8% | +$155K | 0.17% | 106 |
|
|
2020
Q4 | $1.79M | Buy |
24,099
+4,525
| +23% | +$311K | 0.16% | 106 |
|
|
2020
Q3 | $1.22M | Sell |
19,574
-930
| -5% | -$54.1K | 0.13% | 123 |
|
|
2020
Q2 | $1.12M | Buy |
20,504
+825
| +4% | +$43.4K | 0.13% | 122 |
|
|
2020
Q1 | $898K | Hold |
19,679
| – | – | 0.13% | 123 |
|
|
2019
Q4 | $1.68M | Buy |
19,679
+1,000
| +5% | +$81K | 0.2% | 96 |
|
|
2019
Q3 | $1.48M | Sell |
18,679
-1,000
| -5% | -$73.4K | 0.2% | 95 |
|
|
2019
Q2 | $1.39M | Hold |
19,679
| – | – | 0.19% | 97 |
|
|
2019
Q1 | $1.31M | Buy |
19,679
+205
| +1% | +$13.3K | 0.18% | 95 |
|
|
2018
Q4 | $1.22M | Buy |
19,474
+340
| +2% | +$22.9K | 0.19% | 92 |
|
|
2018
Q3 | $1.4M | Hold |
19,134
| – | – | 0.19% | 90 |
|
|
2018
Q2 | $1.31M | Buy |
19,134
+134
| +0.7% | +$8.56K | 0.19% | 87 |
|
|
2018
Q1 | $1.14M | Hold |
19,000
| – | – | 0.17% | 97 |
|
|
2017
Q4 | $1.15M | Sell |
19,000
-408
| -2% | -$23.1K | 0.16% | 98 |
|
|
2017
Q3 | $1.05M | Sell |
19,408
-303
| -2% | -$15.8K | 0.14% | 116 |
|
|
2017
Q2 | $992K | Buy |
19,711
+1,303
| +7% | +$69.6K | 0.14% | 106 |
|
|
2017
Q1 | $956K | Hold |
18,408
| – | – | 0.14% | 104 |
|
|
2016
Q4 | $1.02M | Buy |
+18,408
| New | +$956K | 0.16% | 89 |
|
Other funds holding SYY
VCM
VPM
Clearstead Advisors's SYY Position: Q1 2026 in Review
Clearstead Advisors reduced its Sysco (SYY) stake by 0.17% in Q1 2026, selling an estimated $3.88K and leaving 27,393 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #373.
Clearstead Advisors first reported a position in SYY in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.86M in Q3 2023. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Clearstead Advisors held 27,393 shares of Sysco worth $1.95M as of Q1 2026.
- Clearstead Advisors sold 47 Sysco shares in Q1 2026, an estimated $3.88K.
- Sysco made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #373 holding.
- Clearstead Advisors first reported a position in Sysco in Q4 2016 and has held it in 38 quarters since.
- Clearstead Advisors's Sysco position peaked at $2.86M in Q3 2023.
- 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.