Concord Wealth Partners’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
$14.2K Buy
+170
New +$12.9K ﹤0.01% 529
2026
Q1
Sell
-170
Closed -$12.5K 716
2025
Q4
$12.5K Buy
170
+40
+31% +$3.04K ﹤0.01% 503
2025
Q3
$10.7K Hold
130
﹤0.01% 532
2025
Q2
$9.85K Buy
+130
New +$9.44K ﹤0.01% 548
2022
Q3
Sell
-93
Closed -$8K 1030
2022
Q2
$8K Buy
93
+69
+288% +$5.78K ﹤0.01% 739
2022
Q1
$2K Buy
+24
New +$1.94K ﹤0.01% 1141

Other funds holding SYY

Concord Wealth Partners's SYY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Sysco (SYY) in Q2 2026: 170 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SYY as recently as Q4 2025.

Concord Wealth Partners first reported a position in SYY in Q1 2022 and has held it in 6 quarters since. 1,628 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Concord Wealth Partners held 170 shares of Sysco worth $14.2K as of Q2 2026.
  • Sysco was a new Concord Wealth Partners position in Q2 2026.
  • Sysco made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #529 holding.
  • Concord Wealth Partners first reported a position in Sysco in Q1 2022 and has held it in 6 quarters since.
  • 1,628 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.