Measured Wealth Private Client 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
$35.8K Hold
429
0.01% 374
2026
Q1
$30.6K Buy
429
+10
+2% +$827 0.01% 372
2025
Q4
$30.9K Hold
419
0.01% 379
2025
Q3
$34.5K Buy
+419
New +$33.5K 0.01% 357
2020
Q2
Sell
-14,349
Closed -$655K 135
2020
Q1
$655K Buy
+14,349
New +$993K 0.51% 35
2019
Q3
Sell
-4,769
Closed -$337K 198
2019
Q2
$337K Sell
4,769
-872
-15% -$62.1K 0.19% 114
2019
Q1
$377K Buy
+5,641
New +$367K 0.23% 97
2018
Q4
Sell
-4,052
Closed -$296K 634
2018
Q3
$296K Sell
4,052
-821
-17% -$59.1K 0.18% 111
2018
Q2
$332K Buy
+4,873
New +$311K 0.27% 83

Other funds holding SYY

Measured Wealth Private Client Group's SYY Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Sysco (SYY) position steady in Q2 2026 at 429 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #374.

Measured Wealth Private Client Group first reported a position in SYY in Q2 2018 and has held it in 9 quarters since. The position peaked at $655K in Q1 2020. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Measured Wealth Private Client Group held 429 shares of Sysco worth $35.8K as of Q2 2026.
  • Measured Wealth Private Client Group left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #374 holding.
  • Measured Wealth Private Client Group first reported a position in Sysco in Q2 2018 and has held it in 9 quarters since.
  • Measured Wealth Private Client Group's Sysco position peaked at $655K in Q1 2020.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.