Hurlow Wealth Management Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $355K | Sell |
4,243
-46
| -1% | -$3.48K | 0.07% | 87 |
|
|
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
Hurlow Wealth Management Group's SYY Position: Q2 2026 in Review
Hurlow Wealth Management Group reduced its Sysco (SYY) stake by 1.1% in Q2 2026, selling an estimated $3.48K and leaving 4,243 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #87.
Hurlow Wealth Management Group first reported a position in SYY in Q4 2018 and has held it in 31 quarters since. The position peaked at $490K in Q4 2019. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.
- Hurlow Wealth Management Group held 4,243 shares of Sysco worth $355K as of Q2 2026.
- Hurlow Wealth Management Group sold 46 Sysco shares in Q2 2026, an estimated $3.48K.
- Sysco made up 0.07% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #87 holding.
- Hurlow Wealth Management Group first reported a position in Sysco in Q4 2018 and has held it in 31 quarters since.
- Hurlow Wealth Management Group's Sysco position peaked at $490K in Q4 2019.
- 1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.
Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.