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FullCircle Wealth’s Sysco SYY Stock Holding History

FullCircle Wealth’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
Q3 		$518K Sell
7,084
-20
-0.3% -$1.6K 0.18% 146
2025
Q2 		$565K Buy
+7,104
New +$516K 0.21% 138

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FullCircle Wealth's SYY Position: Q3 2025 in Review

FullCircle Wealth reduced its Sysco (SYY) stake by 0.28% in Q3 2025, selling an estimated $1.6K and leaving 7,084 shares worth $518K. The position accounts for 0.18% of the portfolio, ranked #146.

FullCircle Wealth first reported a position in SYY in Q2 2025 and has held it in 2 quarters since. The position peaked at $565K in Q2 2025. 1,551 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • FullCircle Wealth held 7,084 shares of Sysco worth $518K as of Q3 2025.
  • FullCircle Wealth sold 20 Sysco shares in Q3 2025, an estimated $1.6K.
  • Sysco made up 0.18% of FullCircle Wealth's portfolio in Q3 2025, its #146 holding.
  • FullCircle Wealth first reported a position in Sysco in Q2 2025 and has held it in 2 quarters since.
  • FullCircle Wealth's Sysco position peaked at $565K in Q2 2025.
  • 1,551 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.