Pinnacle Wealth Planning Services
SYY icon

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
Q3 		$81.5K Sell
1,045
-43
-4% -$3.53K 0.01% 993
2026
Q2 		$90.9K Buy
1,088
+39
+4% +$2.95K 0.01% 924
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GEM Asset Management
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

Pinnacle Wealth Planning Services's SYY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Sysco (SYY) stake by 4% in Q3 2026, selling an estimated $3.53K and leaving 1,045 shares worth $81.5K. The position accounts for 0.01% of the portfolio, ranked #993.

Pinnacle Wealth Planning Services first reported a position in SYY in Q4 2020 and has held it in 15 quarters since. The position peaked at $295K in Q2 2022. 516 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,045 shares of Sysco worth $81.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 43 Sysco shares in Q3 2026, an estimated $3.53K.
  • Sysco made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #993 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sysco in Q4 2020 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's Sysco position peaked at $295K in Q2 2022.
  • 516 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.