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Pacific Capital Wealth Advisors’s Sysco SYY Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-96
Closed -$7.34K – 340
2024
Q4 		$7.34K Hold
96
– – ﹤0.01% 292
2024
Q3 		$7.49K Hold
96
– – ﹤0.01% 325
2024
Q2 		$6.85K Sell
96
-18
-16% -$1.34K ﹤0.01% 349
2024
Q1 		$9.26K Buy
114
+18
+19% +$1.42K ﹤0.01% 236
2023
Q4 		$7.02K Buy
+96
New +$6.63K ﹤0.01% 239
2020
Q4 		– Sell
-96
Closed -$6K – 177
2020
Q3 		$6K Buy
+96
New +$5.59K ﹤0.01% 183

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Capital Wealth Advisors's SYY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Sysco (SYY) in Q1 2025, closing a stake of 96 shares — an estimated $7.34K sold.

Pacific Capital Wealth Advisors first reported a position in SYY in Q3 2020 and held it in 6 quarters. The position peaked at $9.26K in Q1 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 96 Sysco shares in Q1 2025, an estimated $7.34K.
  • Pacific Capital Wealth Advisors first reported a position in Sysco in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Sysco position peaked at $9.26K in Q1 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.