Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$186K Sell
2,228
-897
-29% -$67.9K 0.01% 581
2026
Q1
$223K Buy
3,125
+465
+17% +$38.4K 0.01% 488
2025
Q4
$196K Sell
2,660
-193
-7% -$14.7K 0.01% 520
2025
Q3
$235K Buy
2,853
+555
+24% +$44.4K 0.02% 448
2025
Q2
$174K Sell
2,298
-26
-1% -$1.89K 0.01% 494
2025
Q1
$174K Buy
+2,324
New +$170K 0.01% 446

Other funds holding SYY

PDS Planning's SYY Position: Q2 2026 in Review

PDS Planning reduced its Sysco (SYY) stake by 29% in Q2 2026, selling an estimated $67.9K and leaving 2,228 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #581.

PDS Planning first reported a position in SYY in Q1 2025 and has held it in 6 quarters since. The position peaked at $235K in Q3 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • PDS Planning held 2,228 shares of Sysco worth $186K as of Q2 2026.
  • PDS Planning sold 897 Sysco shares in Q2 2026, an estimated $67.9K.
  • Sysco made up 0.01% of PDS Planning's portfolio in Q2 2026, its #581 holding.
  • PDS Planning first reported a position in Sysco in Q1 2025 and has held it in 6 quarters since.
  • PDS Planning's Sysco position peaked at $235K in Q3 2025.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.