Fiduciary Alliance’s Sysco SYY Stock Holding History

Fiduciary Alliance’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
2025 Q4	–	Sell	-5,375	Closed	-$443K	–	533
2025 Q3	$443K	Sell	5,375 -1,400	-21%	-$112K	0.03%	361
2025 Q2	$513K	Buy	6,775 +4,011	+145%	+$291K	0.04%	321
2025 Q1	$207K	Sell	2,764 -434	-14%	-$31.8K	0.02%	365
2024 Q4	$245K	Buy	3,198 +226	+8%	+$17.3K	0.02%	317
2024 Q3	$232K	Buy	+2,972	New	+$223K	0.03%	232
2023 Q3	–	Sell	-649	Closed	-$48.2K	–	855
2023 Q2	$48.2K	Buy	+649	New	+$48K	0.01%	322
2023 Q1	–	Sell	-82	Closed	-$6.27K	–	782
2022 Q4	$6.27K	Buy	+82	New	+$6.63K	﹤0.01%	483

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Alliance's SYY Position: Q4 2025 in Review

Fiduciary Alliance sold out of Sysco (SYY) in Q4 2025, closing a stake of 5,375 shares — an estimated $443K sold.

Fiduciary Alliance first reported a position in SYY in Q4 2022 and held it in 7 quarters. The position peaked at $513K in Q2 2025. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Fiduciary Alliance reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Fiduciary Alliance sold 5,375 Sysco shares in Q4 2025, an estimated $443K.
Fiduciary Alliance first reported a position in Sysco in Q4 2022 and held it in 7 quarters.
Fiduciary Alliance's Sysco position peaked at $513K in Q2 2025.
1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Fiduciary Alliance's 13F filing for Q4 2025, filed 22 Jan 2026.