FRG Family Wealth Advisors’s Sysco SYY Stock Holding History

FRG Family Wealth Advisors’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	-3,900	Closed	-$287K	–	166
2025 Q4	$287K	Hold	3,900	–	–	0.04%	140
2025 Q3	$321K	Hold	3,900	–	–	0.05%	132
2025 Q2	$295K	Hold	3,900	–	–	0.05%	134
2025 Q1	$293K	Hold	3,900	–	–	0.06%	132
2024 Q4	$298K	Hold	3,900	–	–	0.05%	131
2024 Q3	$304K	Hold	3,900	–	–	0.05%	129
2024 Q2	$293K	Hold	3,900	–	–	0.06%	125
2024 Q1	$290K	Hold	3,900	–	–	0.06%	123
2023 Q4	$285K	Hold	3,900	–	–	0.06%	125
2023 Q3	$258K	Sell	3,900 -1,100	-22%	-$79K	0.06%	128
2023 Q2	$371K	Hold	5,000	–	–	0.08%	107
2023 Q1	$386K	Hold	5,000	–	–	0.09%	113
2022 Q4	$382K	Hold	5,000	–	–	0.09%	112
2022 Q3	$354K	Hold	5,000	–	–	0.09%	109
2022 Q2	$424K	Hold	5,000	–	–	0.1%	105
2022 Q1	$408K	Hold	5,000	–	–	0.08%	114
2021 Q4	$393K	Hold	5,000	–	–	0.07%	116
2021 Q3	$393K	Hold	5,000	–	–	0.08%	109
2021 Q2	$389K	Hold	5,000	–	–	0.07%	112
2021 Q1	$394K	Hold	5,000	–	–	0.08%	105
2020 Q4	$371K	Hold	5,000	–	–	0.08%	105
2020 Q3	$311K	Hold	5,000	–	–	0.08%	106
2020 Q2	$273K	Sell	5,000 -600	-11%	-$31.5K	0.07%	108
2020 Q1	$256K	Hold	5,600	–	–	0.08%	100
2019 Q4	$479K	Hold	5,600	–	–	0.12%	92
2019 Q3	$445K	Sell	5,600 -650	-10%	-$47.7K	0.11%	96
2019 Q2	$442K	Hold	6,250	–	–	0.12%	94
2019 Q1	$417K	Hold	6,250	–	–	0.12%	95
2018 Q4	$392K	Sell	6,250 -1,090	-15%	-$73.5K	0.13%	100
2018 Q3	$538K	Buy	7,340 +90	+1%	+$6.48K	0.15%	100
2018 Q2	$495K	Hold	7,250	–	–	0.15%	105
2018 Q1	$435K	Hold	7,250	–	–	0.14%	109
2017 Q4	$440K	Hold	7,250	–	–	0.14%	108
2017 Q3	$391K	Hold	7,250	–	–	0.13%	114
2017 Q2	$365K	Hold	7,250	–	–	0.13%	113
2017 Q1	$377K	Hold	7,250	–	–	0.15%	107
2016 Q4	$401K	Hold	7,250	–	–	0.17%	105
2016 Q3	$355K	Hold	7,250	–	–	0.16%	104
2016 Q2	$368K	Hold	7,250	–	–	0.17%	101
2016 Q1	$338K	Hold	7,250	–	–	0.16%	100
2015 Q4	$297K	Buy	+7,250	New	+$297K	0.14%	109

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

FRG Family Wealth Advisors's SYY Position: Q1 2026 in Review

FRG Family Wealth Advisors sold out of Sysco (SYY) in Q1 2026, closing a stake of 3,900 shares — an estimated $287K sold.

FRG Family Wealth Advisors first reported a position in SYY in Q4 2015 and held it in 41 quarters. The position peaked at $538K in Q3 2018. 1,561 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

FRG Family Wealth Advisors reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
FRG Family Wealth Advisors sold 3,900 Sysco shares in Q1 2026, an estimated $287K.
FRG Family Wealth Advisors first reported a position in Sysco in Q4 2015 and held it in 41 quarters.
FRG Family Wealth Advisors's Sysco position peaked at $538K in Q3 2018.
1,561 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.