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Pinnacle Wealth Management Advisory Group’s Sysco SYY Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q1 		– Sell
-8,663
Closed -$638K – 585
2025
Q4 		$638K Buy
8,663
+7
+0.1% +$533 0.04% 223
2025
Q3 		$713K Buy
8,656
+1,635
+23% +$131K 0.05% 182
2025
Q2 		$532K Sell
7,021
-106
-1% -$7.7K 0.04% 210
2025
Q1 		$535K Sell
7,127
-190
-3% -$13.9K 0.05% 198
2024
Q4 		$559K Sell
7,317
-1
-0% -$77 0.05% 183
2024
Q3 		$571K Sell
7,318
-72
-1% -$5.41K 0.05% 186
2024
Q2 		$528K Buy
7,390
+25
+0.3% +$1.87K 0.05% 190
2024
Q1 		$598K Buy
7,365
+53
+0.7% +$4.18K 0.06% 171
2023
Q4 		$535K Buy
7,312
+445
+6% +$30.7K 0.06% 173
2023
Q3 		$454K Sell
6,867
-557
-8% -$40K 0.06% 186
2023
Q2 		$551K Sell
7,424
-177
-2% -$13.1K 0.07% 171
2023
Q1 		$587K Buy
7,601
+1,214
+19% +$93.2K 0.08% 164
2022
Q4 		$488K Sell
6,387
-402
-6% -$32.5K 0.07% 173
2022
Q3 		$480K Sell
6,789
-457
-6% -$38.1K 0.08% 167
2022
Q2 		$614K Buy
7,246
+497
+7% +$41.6K 0.1% 153
2022
Q1 		$551K Hold
6,749
– – 0.08% 171
2021
Q4 		$530K Buy
+6,749
New +$519K 0.09% 171
2020
Q1 		– Sell
-2,686
Closed -$230K – 195
2019
Q4 		$230K Buy
+2,686
New +$218K 0.09% 165

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SYY Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Sysco (SYY) in Q1 2026, closing a stake of 8,663 shares — an estimated $638K sold.

Pinnacle Wealth Management Advisory Group first reported a position in SYY in Q4 2019 and held it in 18 quarters. The position peaked at $713K in Q3 2025. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 8,663 Sysco shares in Q1 2026, an estimated $638K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Sysco in Q4 2019 and held it in 18 quarters.
  • Pinnacle Wealth Management Advisory Group's Sysco position peaked at $713K in Q3 2025.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.