Laurel Wealth Advisors (North Carolina)’s Sysco SYY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-2,000	Closed	-$147K	–	589
2025 Q4	$147K	Buy	+2,000	New	+$152K	0.02%	210
2025 Q2	–	Sell	-2,300	Closed	-$173K	–	608
2025 Q1	$173K	Hold	2,300	–	–	0.03%	186
2024 Q4	$176K	Buy	2,300 +300	+15%	+$23K	0.03%	184
2024 Q3	$156K	Hold	2,000	–	–	0.02%	199
2024 Q2	$143K	Hold	2,000	–	–	0.02%	200
2024 Q1	$162K	Hold	2,000	–	–	0.03%	196
2023 Q4	$146K	Hold	2,000	–	–	0.03%	195
2023 Q3	$132K	Hold	2,000	–	–	0.03%	194
2023 Q2	$148K	Hold	2,000	–	–	0.03%	188
2023 Q1	$154K	Hold	2,000	–	–	0.03%	190
2022 Q4	$153K	Hold	2,000	–	–	0.03%	178
2022 Q3	$141K	Hold	2,000	–	–	0.04%	182
2022 Q2	$169K	Hold	2,000	–	–	0.04%	172
2022 Q1	$163K	Hold	2,000	–	–	0.03%	187
2021 Q4	$157K	Hold	2,000	–	–	0.03%	183
2021 Q3	$157K	Sell	2,000 -300	-13%	-$22.9K	0.03%	183
2021 Q2	$179K	Buy	2,300 +300	+15%	+$24.2K	0.04%	175
2021 Q1	$157K	Hold	2,000	–	–	0.04%	177
2020 Q4	$149K	Hold	2,000	–	–	0.04%	170
2020 Q3	$124K	Hold	2,000	–	–	0.04%	168
2020 Q2	$109K	Hold	2,000	–	–	0.04%	169
2020 Q1	$91K	Hold	2,000	–	–	0.03%	172
2019 Q4	$171K	Hold	2,000	–	–	0.05%	152
2019 Q3	$159K	Hold	2,000	–	–	0.05%	149
2019 Q2	$141K	Hold	2,000	–	–	0.05%	155
2019 Q1	$134K	Hold	2,000	–	–	0.05%	156
2018 Q4	$125K	Buy	+2,000	New	+$135K	0.05%	150

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SYY Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Sysco (SYY) in Q1 2026, closing a stake of 2,000 shares — an estimated $147K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SYY in Q4 2018 and held it in 27 quarters. The position peaked at $179K in Q2 2021. 1,569 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 2,000 Sysco shares in Q1 2026, an estimated $147K.
Laurel Wealth Advisors (North Carolina) first reported a position in Sysco in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Sysco position peaked at $179K in Q2 2021.
1,569 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.