Pinnacle Wealth Planning Services’s Sysco SYY Stock Holding History

Pinnacle Wealth Planning Services’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	$74.8K	Sell	1,049 -73	-7%	-$6.04K	0.01%	973
2025 Q4	$82.7K	Buy	+1,122	New	+$85.4K	0.01%	884
2024 Q2	–	Sell	-2,631	Closed	-$214K	–	548
2024 Q1	$214K	Buy	+2,631	New	+$207K	0.03%	402
2023 Q2	–	Sell	-2,786	Closed	-$215K	–	510
2023 Q1	$215K	Buy	2,786 +16	+0.6%	+$1.23K	0.04%	364
2022 Q4	$212K	Sell	2,770 -646	-19%	-$52.2K	0.04%	355
2022 Q3	$242K	Sell	3,416 -72	-2%	-$6K	0.04%	285
2022 Q2	$295K	Buy	3,488 +286	+9%	+$24K	0.05%	252
2022 Q1	$261K	Buy	3,202 +391	+14%	+$31.6K	0.05%	303
2021 Q4	$221K	Sell	2,811 -178	-6%	-$13.7K	0.04%	338
2021 Q3	$235K	Buy	2,989 +173	+6%	+$13.2K	0.05%	291
2021 Q2	$219K	Buy	2,816 +251	+10%	+$20.3K	0.05%	301
2021 Q1	$202K	Buy	2,565 +515	+25%	+$39.9K	0.05%	305
2020 Q4	$152K	Buy	+2,050	New	+$141K	0.04%	343

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's SYY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Sysco (SYY) stake by 6.5% in Q1 2026, selling an estimated $6.04K and leaving 1,049 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #973.

Pinnacle Wealth Planning Services first reported a position in SYY in Q4 2020 and has held it in 13 quarters since. The position peaked at $295K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Pinnacle Wealth Planning Services held 1,049 shares of Sysco worth $74.8K as of Q1 2026.
Pinnacle Wealth Planning Services sold 73 Sysco shares in Q1 2026, an estimated $6.04K.
Sysco made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #973 holding.
Pinnacle Wealth Planning Services first reported a position in Sysco in Q4 2020 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Sysco position peaked at $295K in Q2 2022.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.