Moneta Group Investment Advisors’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 | $209K | Sell |
2,927
-38
| -1% | -$3.14K | ﹤0.01% | 759 |
|
|
2025
Q4 | $218K | Sell |
2,965
-204
| -6% | -$15.5K | ﹤0.01% | 751 |
|
|
2025
Q3 | $261K | Buy |
3,169
+502
| +19% | +$40.1K | ﹤0.01% | 661 |
|
|
2025
Q2 | $202K | Sell |
2,667
-602
| -18% | -$43.7K | ﹤0.01% | 674 |
|
|
2025
Q1 | $245K | Sell |
3,269
-1,275
| -28% | -$93.5K | ﹤0.01% | 571 |
|
|
2024
Q4 | $347K | Sell |
4,544
-105
| -2% | -$8.04K | ﹤0.01% | 502 |
|
|
2024
Q3 | $363K | Sell |
4,649
-306
| -6% | -$23K | 0.01% | 478 |
|
|
2024
Q2 | $354K | Buy |
4,955
+1,106
| +29% | +$82.6K | 0.01% | 453 |
|
|
2024
Q1 | $312K | Sell |
3,849
-2,606
| -40% | -$205K | 0.01% | 473 |
|
|
2023
Q4 | $472K | Sell |
6,455
-152
| -2% | -$10.5K | 0.01% | 351 |
|
|
2023
Q3 | $436K | Sell |
6,607
-634
| -9% | -$45.6K | 0.01% | 346 |
|
|
2023
Q2 | $537K | Buy |
7,241
+451
| +7% | +$33.4K | 0.01% | 310 |
|
|
2023
Q1 | $524K | Sell |
6,790
-3,347
| -33% | -$257K | 0.01% | 316 |
|
|
2022
Q4 | $785K | Buy |
10,137
+294
| +3% | +$23.8K | 0.02% | 230 |
|
|
2022
Q3 | $696K | Buy |
9,843
+151
| +2% | +$12.6K | 0.03% | 222 |
|
|
2022
Q2 | $821K | Sell |
9,692
-975
| -9% | -$81.7K | 0.03% | 234 |
|
|
2022
Q1 | $871K | Buy |
10,667
+635
| +6% | +$51.3K | 0.03% | 220 |
|
|
2021
Q4 | $788K | Buy |
10,032
+427
| +4% | +$32.9K | 0.03% | 235 |
|
|
2021
Q3 | $754K | Buy |
9,605
+422
| +5% | +$32.2K | 0.03% | 225 |
|
|
2021
Q2 | $714K | Sell |
9,183
-202
| -2% | -$16.3K | 0.03% | 232 |
|
|
2021
Q1 | $739K | Buy |
+9,385
| New | +$728K | 0.04% | 209 |
|
|
2020
Q1 | – | Sell |
-2,350
| Closed | -$201K | – | 290 |
|
|
2019
Q4 | $201K | Sell |
2,350
-673
| -22% | -$54.5K | 0.02% | 240 |
|
|
2019
Q3 | $240K | Buy |
+3,023
| New | +$222K | 0.02% | 227 |
|
|
2019
Q1 | – | Sell |
-4,325
| Closed | -$271K | – | 263 |
|
|
2018
Q4 | $271K | Sell |
4,325
-158
| -4% | -$10.7K | 0.03% | 181 |
|
|
2018
Q3 | $328K | Sell |
4,483
-167
| -4% | -$12K | 0.03% | 175 |
|
|
2018
Q2 | $318K | Buy |
4,650
+1,353
| +41% | +$86.4K | 0.04% | 207 |
|
|
2018
Q1 | $198K | Buy |
3,297
+187
| +6% | +$11.3K | 0.03% | 197 |
|
|
2017
Q4 | $189K | Buy |
+3,110
| New | +$176K | 0.03% | 199 |
|
|
2015
Q4 | – | Sell |
-3,180
| Closed | -$124K | – | 382 |
|
|
2015
Q3 | $124K | Buy |
+3,180
| New | +$121K | 0.03% | 163 |
|
Other funds holding SYY
VCM
VPM
Moneta Group Investment Advisors's SYY Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its Sysco (SYY) stake by 1.3% in Q1 2026, selling an estimated $3.14K and leaving 2,927 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #759.
Moneta Group Investment Advisors first reported a position in SYY in Q3 2015 and has held it in 29 quarters since. The position peaked at $871K in Q1 2022. 1,561 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Moneta Group Investment Advisors held 2,927 shares of Sysco worth $209K as of Q1 2026.
- Moneta Group Investment Advisors sold 38 Sysco shares in Q1 2026, an estimated $3.14K.
- Sysco made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #759 holding.
- Moneta Group Investment Advisors first reported a position in Sysco in Q3 2015 and has held it in 29 quarters since.
- Moneta Group Investment Advisors's Sysco position peaked at $871K in Q1 2022.
- 1,561 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.