Diversify Advisory Services’s Sysco SYY Stock Holding History

Diversify Advisory Services’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	-4,314	Closed	-$340K	–	788
2025 Q4	$340K	Sell	4,314 -473	-10%	-$36K	0.01%	720
2025 Q3	$349K	Buy	4,787 +2,029	+74%	+$162K	0.01%	672
2025 Q2	$223K	Buy	+2,758	New	+$200K	0.01%	760
2025 Q1	–	Sell	-12,373	Closed	-$911K	–	691
2024 Q4	$911K	Sell	12,373 -2,039	-14%	-$156K	0.05%	241
2024 Q3	$1.08M	Sell	14,412 -1,612	-10%	-$121K	0.06%	243
2024 Q2	$1.11M	Sell	16,024 -4,785	-23%	-$358K	0.06%	228
2024 Q1	$1.68M	Buy	+20,809	New	+$1.64M	0.1%	172

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

Diversify Advisory Services's SYY Position: Q1 2026 in Review

Diversify Advisory Services sold out of Sysco (SYY) in Q1 2026, closing a stake of 4,314 shares — an estimated $340K sold.

Diversify Advisory Services first reported a position in SYY in Q1 2024 and held it in 7 quarters. The position peaked at $1.68M in Q1 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Diversify Advisory Services reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 4,314 Sysco shares in Q1 2026, an estimated $340K.
Diversify Advisory Services first reported a position in Sysco in Q1 2024 and held it in 7 quarters.
Diversify Advisory Services's Sysco position peaked at $1.68M in Q1 2024.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.