Heritage Wealth Advisors’s Sysco SYY Stock Holding History

Heritage 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	$470K	Hold	6,584	–	–	0.02%	135
2025 Q4	$485K	Hold	6,584	–	–	0.02%	146
2025 Q3	$542K	Hold	6,584	–	–	0.02%	123
2025 Q2	$499K	Hold	6,584	–	–	0.02%	130
2025 Q1	$494K	Hold	6,584	–	–	0.03%	129
2024 Q4	$503K	Hold	6,584	–	–	0.03%	135
2024 Q3	$514K	Hold	6,584	–	–	0.02%	143
2024 Q2	$470K	Sell	6,584 -1,500	-19%	-$112K	0.02%	142
2024 Q1	$656K	Sell	8,084 -700	-8%	-$55.2K	0.03%	124
2023 Q4	$642K	Sell	8,784 -843	-9%	-$58.2K	0.03%	124
2023 Q3	$636K	Sell	9,627 -46	-0.5%	-$3.31K	0.03%	112
2023 Q2	$718K	Sell	9,673 -24	-0.2%	-$1.77K	0.04%	105
2023 Q1	$749K	Hold	9,697	–	–	0.04%	95
2022 Q4	$741K	Hold	9,697	–	–	0.04%	98
2022 Q3	$686K	Sell	9,697 -74	-0.8%	-$6.16K	0.05%	94
2022 Q2	$828K	Buy	9,771 +700	+8%	+$58.6K	0.06%	89
2022 Q1	$741K	Sell	9,071 -1,107	-11%	-$89.5K	0.04%	103
2021 Q4	$800K	Sell	10,178 -2	-0%	-$154	0.04%	110
2021 Q3	$799K	Hold	10,180	–	–	0.05%	103
2021 Q2	$792K	Hold	10,180	–	–	0.05%	102
2021 Q1	$802K	Hold	10,180	–	–	0.05%	103
2020 Q4	$756K	Hold	10,180	–	–	0.05%	105
2020 Q3	$633K	Hold	10,180	–	–	0.08%	83
2020 Q2	$556K	Hold	10,180	–	–	0.08%	82
2020 Q1	$465K	Hold	10,180	–	–	0.08%	84
2019 Q4	$871K	Hold	10,180	–	–	0.12%	74
2019 Q3	$808K	Hold	10,180	–	–	0.12%	74
2019 Q2	$720K	Buy	10,180 +843	+9%	+$60K	0.11%	75
2019 Q1	$623K	Hold	9,337	–	–	0.1%	70
2018 Q4	$585K	Hold	9,337	–	–	0.11%	69
2018 Q3	$683K	Hold	9,337	–	–	0.13%	63
2018 Q2	$637K	Hold	9,337	–	–	0.24%	61
2018 Q1	$560K	Hold	9,337	–	–	0.23%	63
2017 Q4	$568K	Hold	9,337	–	–	0.24%	62
2017 Q3	$504K	Sell	9,337 -1,300	-12%	-$67.6K	0.25%	59
2017 Q2	$534K	Hold	10,637	–	–	0.28%	58
2017 Q1	$551K	Hold	10,637	–	–	0.3%	56
2016 Q4	$589K	Buy	10,637 +1,300	+14%	+$67.5K	0.39%	42
2016 Q3	$458K	Hold	9,337	–	–	0.32%	45
2016 Q2	$474K	Hold	9,337	–	–	0.32%	44
2016 Q1	$436K	Hold	9,337	–	–	0.34%	40
2015 Q4	$383K	Hold	9,337	–	–	0.32%	46
2015 Q3	$364K	Hold	9,337	–	–	0.31%	47
2015 Q2	$336K	Hold	9,337	–	–	0.28%	64
2015 Q1	$352K	Sell	9,337 -500	-5%	-$19.7K	0.29%	65
2014 Q4	$391K	Hold	9,837	–	–	0.35%	59
2014 Q3	$374K	Buy	9,837 +1,837	+23%	+$68.6K	0.39%	50
2014 Q2	$300K	Hold	8,000	–	–	0.32%	54
2014 Q1	$288K	Sell	8,000 -400	-5%	-$14.4K	0.33%	54
2013 Q4	$303K	Buy	+8,400	New	+$284K	0.38%	49

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

Heritage Wealth Advisors's SYY Position: Q1 2026 in Review

Heritage Wealth Advisors held its Sysco (SYY) position steady in Q1 2026 at 6,584 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #135.

Heritage Wealth Advisors first reported a position in SYY in Q4 2013 and has held it in 50 quarters since. The position peaked at $871K in Q4 2019. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Heritage Wealth Advisors held 6,584 shares of Sysco worth $470K as of Q1 2026.
Heritage Wealth Advisors left its Sysco share count unchanged in Q1 2026.
Sysco made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #135 holding.
Heritage Wealth Advisors first reported a position in Sysco in Q4 2013 and has held it in 50 quarters since.
Heritage Wealth Advisors's Sysco position peaked at $871K in Q4 2019.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.