Outlook Wealth Advisors’s Sysco SYY Stock Holding History

Outlook Wealth Advisors’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 Q2	$800K	Sell	9,567 -11	-0.1%	-$833	0.17%	124
2026 Q1	$683K	Sell	9,578 -543	-5%	-$44.9K	0.17%	132
2025 Q4	$746K	Buy	10,121 +1,832	+22%	+$139K	0.17%	117
2025 Q3	$683K	Sell	8,289 -258	-3%	-$20.6K	0.17%	127
2025 Q2	$647K	Buy	8,547 +33	+0.4%	+$2.4K	0.17%	121
2025 Q1	$639K	Buy	8,514 +256	+3%	+$18.8K	0.18%	115
2024 Q4	$631K	Buy	8,258 +20	+0.2%	+$1.53K	0.18%	114
2024 Q3	$643K	Buy	8,238 +14	+0.2%	+$1.05K	0.18%	114
2024 Q2	$587K	Sell	8,224 -32	-0.4%	-$2.39K	0.18%	115
2024 Q1	$670K	Sell	8,256 -285	-3%	-$22.5K	0.21%	101
2023 Q4	$625K	Sell	8,541 -1,349	-14%	-$93.1K	0.22%	100
2023 Q3	$653K	Buy	9,890 +311	+3%	+$22.3K	0.25%	102
2023 Q2	$711K	Buy	+9,579	New	+$708K	0.27%	96
2020 Q1	–	Sell	-5,395	Closed	-$466K	–	183
2019 Q4	$466K	Sell	5,395 -300	-5%	-$24.3K	0.26%	70
2019 Q3	$452K	Buy	5,695 +117	+2%	+$8.59K	0.27%	80
2019 Q2	$394K	Buy	5,578 +350	+7%	+$24.9K	0.26%	98
2019 Q1	$349K	Sell	5,228 -4,772	-48%	-$310K	0.29%	92
2018 Q4	$626K	Buy	+10,000	New	+$674K	0.29%	83

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Outlook Wealth Advisors's SYY Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Sysco (SYY) stake by 0.11% in Q2 2026, selling an estimated $833 and leaving 9,567 shares worth $800K. The position accounts for 0.17% of the portfolio, ranked #124.

Outlook Wealth Advisors first reported a position in SYY in Q4 2018 and has held it in 18 quarters since. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Outlook Wealth Advisors held 9,567 shares of Sysco worth $800K as of Q2 2026.
Outlook Wealth Advisors sold 11 Sysco shares in Q2 2026, an estimated $833.
Sysco made up 0.17% of Outlook Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Outlook Wealth Advisors first reported a position in Sysco in Q4 2018 and has held it in 18 quarters since.
1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.