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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pinnacle Wealth Planning Services's SYY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Sysco (SYY) stake by 3.7% in Q2 2026, buying an estimated $2.95K and bringing the position to 1,088 shares worth $90.9K. The position accounts for 0.01% of the portfolio, ranked #924.

Pinnacle Wealth Planning Services first reported a position in SYY in Q4 2020 and has held it in 14 quarters since. The position peaked at $295K in Q2 2022. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,088 shares of Sysco worth $90.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 39 Sysco shares in Q2 2026, an estimated $2.95K.
  • Sysco made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #924 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sysco in Q4 2020 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's Sysco position peaked at $295K in Q2 2022.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.