Independent Advisor Alliance’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
15,728
-2,159
| -12% | -$178K | 0.01% | 773 |
|
|
2025
Q4 | $1.32M | Sell |
17,887
-963
| -5% | -$73.3K | 0.03% | 398 |
|
|
2025
Q3 | $1.55M | Sell |
18,850
-709
| -4% | -$56.7K | 0.04% | 347 |
|
|
2025
Q2 | $1.48M | Buy |
19,559
+462
| +2% | +$33.5K | 0.04% | 337 |
|
|
2025
Q1 | $1.43M | Sell |
19,097
-1,444
| -7% | -$106K | 0.05% | 306 |
|
|
2024
Q4 | $1.57M | Buy |
20,541
+1,210
| +6% | +$92.6K | 0.02% | 586 |
|
|
2024
Q3 | $1.51M | Buy |
19,331
+201
| +1% | +$15.1K | 0.05% | 262 |
|
|
2024
Q2 | $1.37M | Sell |
19,130
-463
| -2% | -$34.6K | 0.05% | 277 |
|
|
2024
Q1 | $1.59M | Sell |
19,593
-733
| -4% | -$57.8K | 0.06% | 251 |
|
|
2023
Q4 | $1.49M | Sell |
20,326
-4,483
| -18% | -$309K | 0.05% | 253 |
|
|
2023
Q3 | $1.64M | Sell |
24,809
-1,503
| -6% | -$108K | 0.07% | 220 |
|
|
2023
Q2 | $1.95M | Sell |
26,312
-5,515
| -17% | -$408K | 0.09% | 197 |
|
|
2023
Q1 | $2.46M | Buy |
31,827
+782
| +3% | +$60K | 0.12% | 157 |
|
|
2022
Q4 | $2.37K | Buy |
31,045
+696
| +2% | +$56.2K | ﹤0.01% | 239 |
|
|
2022
Q3 | $2.15M | Sell |
30,349
-1,155
| -4% | -$96.2K | 0.13% | 158 |
|
|
2022
Q2 | $2.67M | Sell |
31,504
-1,131
| -3% | -$94.7K | 0.15% | 126 |
|
|
2022
Q1 | $2.67M | Buy |
32,635
+1,987
| +6% | +$161K | 0.13% | 142 |
|
|
2021
Q4 | $2.41M | Buy |
30,648
+3,299
| +12% | +$254K | 0.12% | 141 |
|
|
2021
Q3 | $2.15M | Buy |
27,349
+336
| +1% | +$25.6K | 0.12% | 154 |
|
|
2021
Q2 | $2.1M | Sell |
27,013
-355
| -1% | -$28.7K | 0.12% | 165 |
|
|
2021
Q1 | $2.15M | Buy |
27,368
+859
| +3% | +$66.6K | 0.13% | 146 |
|
|
2020
Q4 | $1.97M | Buy |
26,509
+422
| +2% | +$29K | 0.13% | 136 |
|
|
2020
Q3 | $1.62M | Sell |
26,087
-5,859
| -18% | -$341K | 0.12% | 137 |
|
|
2020
Q2 | $1.75M | Buy |
31,946
+6,016
| +23% | +$316K | 0.19% | 105 |
|
|
2020
Q1 | $1.18M | Buy |
25,930
+4,368
| +20% | +$302K | 0.17% | 105 |
|
|
2019
Q4 | $1.84M | Buy |
21,562
+3,274
| +18% | +$265K | 0.08% | 253 |
|
|
2019
Q3 | $1.46M | Buy |
18,288
+11,751
| +180% | +$863K | 0.18% | 114 |
|
|
2019
Q2 | $462K | Sell |
6,537
-462
| -7% | -$32.9K | 0.07% | 232 |
|
|
2019
Q1 | $467K | Sell |
6,999
-1,018
| -13% | -$66.2K | 0.07% | 238 |
|
|
2018
Q4 | $502K | Buy |
8,017
+2,423
| +43% | +$163K | 0.09% | 193 |
|
|
2018
Q3 | $403K | Buy |
5,594
+722
| +15% | +$52K | 0.07% | 220 |
|
|
2018
Q2 | $327K | Sell |
4,872
-397
| -8% | -$25.4K | 0.07% | 236 |
|
|
2018
Q1 | $308K | Sell |
5,269
-1,318
| -20% | -$79.8K | 0.07% | 245 |
|
|
2017
Q4 | $406K | Buy |
6,587
+2,336
| +55% | +$132K | 0.09% | 204 |
|
|
2017
Q3 | $229K | Buy |
+4,251
| New | +$221K | 0.06% | 238 |
|
Other funds holding SYY
VCM
VPM
Independent Advisor Alliance's SYY Position: Q1 2026 in Review
Independent Advisor Alliance reduced its Sysco (SYY) stake by 12% in Q1 2026, selling an estimated $178K and leaving 15,728 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #773.
Independent Advisor Alliance first reported a position in SYY in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.67M in Q2 2022. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Independent Advisor Alliance held 15,728 shares of Sysco worth $1.12M as of Q1 2026.
- Independent Advisor Alliance sold 2,159 Sysco shares in Q1 2026, an estimated $178K.
- Sysco made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #773 holding.
- Independent Advisor Alliance first reported a position in Sysco in Q3 2017 and has held it in 35 quarters since.
- Independent Advisor Alliance's Sysco position peaked at $2.67M in Q2 2022.
- 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.