HWMG
SYY icon

Hurlow Wealth Management Group’s Sysco SYY Stock Holding History

Hurlow Wealth Management Group’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 		$306K Buy
4,289
+2
+0% +$165 0.07% 91
2025
Q4 		$316K Sell
4,287
-379
-8% -$28.8K 0.08% 91
2025
Q3 		$384K Sell
4,666
-200
-4% -$16K 0.1% 72
2025
Q2 		$369K Buy
4,866
+4
+0.1% +$290 0.1% 80
2025
Q1 		$365K Sell
4,862
-2
-0% -$147 0.11% 81
2024
Q4 		$372K Buy
4,864
+2
+0% +$153 0.12% 79
2024
Q3 		$380K Hold
4,862
– – 0.12% 80
2024
Q2 		$347K Sell
4,862
-233
-5% -$17.4K 0.12% 80
2024
Q1 		$414K Buy
5,095
+1
+0% +$79 0.15% 73
2023
Q4 		$373K Buy
5,094
+5
+0.1% +$345 0.14% 76
2023
Q3 		$336K Sell
5,089
-2
-0% -$144 0.15% 77
2023
Q2 		$378K Sell
5,091
-4
-0.1% -$296 0.16% 74
2023
Q1 		$393K Buy
5,095
+1
+0% +$77 0.18% 69
2022
Q4 		$389K Sell
5,094
-104
-2% -$8.4K 0.2% 68
2022
Q3 		$368K Sell
5,198
-120
-2% -$9.99K 0.21% 64
2022
Q2 		$450K Hold
5,318
– – 0.26% 54
2022
Q1 		$434K Hold
5,318
– – 0.27% 58
2021
Q4 		$380K Hold
5,318
– – 0.3% 58
2021
Q3 		$417K Hold
5,318
– – 0.25% 59
2021
Q2 		$413K Sell
5,318
-25
-0.5% -$2.02K 0.27% 58
2021
Q1 		$421K Buy
5,343
+25
+0.5% +$1.94K 0.3% 56
2020
Q4 		$395K Hold
5,318
– – 0.31% 59
2020
Q3 		$331K Hold
5,318
– – 0.3% 61
2020
Q2 		$279K Sell
5,318
-7
-0.1% -$368 0.27% 67
2020
Q1 		$245K Sell
5,325
-622
-10% -$43K 0.26% 75
2019
Q4 		$490K Sell
5,947
-18
-0.3% -$1.46K 0.48% 45
2019
Q3 		$471K Hold
5,965
– – 0.5% 46
2019
Q2 		$433K Hold
5,965
– – 0.46% 49
2019
Q1 		$420K Sell
5,965
-68
-1% -$4.42K 0.45% 50
2018
Q4 		$376K Buy
+6,033
New +$407K 0.45% 49

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hurlow Wealth Management Group's SYY Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Sysco (SYY) stake by 0.05% in Q1 2026, buying an estimated $165 and bringing the position to 4,289 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #91.

Hurlow Wealth Management Group first reported a position in SYY in Q4 2018 and has held it in 30 quarters since. The position peaked at $490K in Q4 2019. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Hurlow Wealth Management Group held 4,289 shares of Sysco worth $306K as of Q1 2026.
  • Hurlow Wealth Management Group bought 2 Sysco shares in Q1 2026, an estimated $165.
  • Sysco made up 0.07% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #91 holding.
  • Hurlow Wealth Management Group first reported a position in Sysco in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Sysco position peaked at $490K in Q4 2019.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.