Mark Sheptoff Financial Planning’s Sysco SYY Stock Holding History

Mark Sheptoff Financial Planning’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	$156K	Sell	2,136 -140	-6%	-$11.6K	0.08%	110
2025 Q4	$168K	Hold	2,276	–	–	0.08%	110
2025 Q3	$187K	Hold	2,276	–	–	0.09%	106
2025 Q2	$172K	Hold	2,276	–	–	0.09%	95
2025 Q1	$171K	Sell	2,276 -294	-11%	-$21.6K	0.09%	92
2024 Q4	$197K	Sell	2,570 -118	-4%	-$9.03K	0.11%	93
2024 Q3	$210K	Hold	2,688	–	–	0.11%	90
2024 Q2	$192K	Buy	2,688 +118	+5%	+$8.82K	0.11%	95
2024 Q1	$209K	Sell	2,570 -496	-16%	-$39.1K	0.12%	93
2023 Q4	$224K	Hold	3,066	–	–	0.14%	84
2023 Q3	$203K	Sell	3,066 -200	-6%	-$14.4K	0.13%	86
2023 Q2	$242K	Hold	3,266	–	–	0.14%	83
2023 Q1	$252K	Buy	3,266 +2,928	+866%	+$225K	0.15%	85
2022 Q4	$25.8K	Hold	338	–	–	0.02%	196
2022 Q3	$24K	Hold	338	–	–	0.01%	194
2022 Q2	$29K	Hold	338	–	–	0.02%	190
2022 Q1	$28K	Hold	338	–	–	0.01%	217
2021 Q4	$27K	Buy	338 +54	+19%	+$4.16K	0.01%	227
2021 Q3	$22K	Hold	284	–	–	0.01%	237
2021 Q2	$22K	Hold	284	–	–	0.01%	262
2021 Q1	$22K	Hold	284	–	–	0.01%	224
2020 Q4	$21K	Hold	284	–	–	0.01%	214
2020 Q3	$18K	Hold	284	–	–	0.01%	196
2020 Q2	$16K	Sell	284 -43	-13%	-$2.26K	0.01%	217
2020 Q1	$15K	Sell	327 -305	-48%	-$21.1K	0.01%	200
2019 Q4	$54K	Hold	632	–	–	0.03%	147
2019 Q3	$50K	Buy	632 +305	+93%	+$22.4K	0.03%	147
2019 Q2	$23K	Hold	327	–	–	0.02%	205
2019 Q1	$22K	Buy	327 +43	+15%	+$2.8K	0.02%	206
2018 Q4	$18K	Sell	284 -300	-51%	-$20.2K	0.02%	197
2018 Q3	$43K	Hold	584	–	–	0.03%	176
2018 Q2	$40K	Hold	584	–	–	0.03%	178
2018 Q1	$35K	Hold	584	–	–	0.02%	188
2017 Q4	$35K	Sell	584 -1,000	-63%	-$56.7K	0.02%	196
2017 Q3	$85K	Sell	1,584 -1,103	-41%	-$57.4K	0.06%	150
2017 Q2	$135K	Sell	2,687 -699	-21%	-$37.3K	0.09%	126
2017 Q1	$176K	Sell	3,386 -849	-20%	-$45K	0.13%	112
2016 Q4	$235K	Sell	4,235 -1,000	-19%	-$51.9K	0.17%	89
2016 Q3	$257K	Buy	5,235 +301	+6%	+$15.5K	0.19%	85
2016 Q2	$250K	Buy	4,934 +4,250	+621%	+$206K	0.19%	82
2016 Q1	$32K	Hold	684	–	–	0.03%	176
2015 Q4	$28K	Hold	684	–	–	0.02%	198
2015 Q3	$27K	Sell	684 -17	-2%	-$649	0.02%	196
2015 Q2	$25K	Buy	701 +17	+2%	+$636	0.02%	207
2015 Q1	$26K	Buy	684 +172	+34%	+$6.78K	0.02%	203
2014 Q4	$20K	Buy	512 +112	+28%	+$4.34K	0.02%	218
2014 Q3	$15K	Hold	400	–	–	0.01%	250
2014 Q2	$15K	Hold	400	–	–	0.01%	248
2014 Q1	$14K	Buy	+400	New	+$14.4K	0.01%	256

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

Mark Sheptoff Financial Planning's SYY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Sysco (SYY) stake by 6.2% in Q1 2026, selling an estimated $11.6K and leaving 2,136 shares worth $156K. The position accounts for 0.08% of the portfolio, ranked #110.

Mark Sheptoff Financial Planning first reported a position in SYY in Q1 2014 and has held it in 49 quarters since. The position peaked at $257K in Q3 2016. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Mark Sheptoff Financial Planning held 2,136 shares of Sysco worth $156K as of Q1 2026.
Mark Sheptoff Financial Planning sold 140 Sysco shares in Q1 2026, an estimated $11.6K.
Sysco made up 0.08% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #110 holding.
Mark Sheptoff Financial Planning first reported a position in Sysco in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Sysco position peaked at $257K in Q3 2016.
1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.