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RFG Advisory’s Sysco SYY Stock Holding History

RFG Advisory’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
2025
Q2 		– Sell
-3,282
Closed -$246K – 977
2025
Q1 		$246K Sell
3,282
-109
-3% -$7.99K 0.01% 777
2024
Q4 		$259K Sell
3,391
-363
-10% -$27.8K 0.01% 688
2024
Q3 		$293K Sell
3,754
-23,450
-86% -$1.76M 0.01% 625
2024
Q2 		$1.94M Buy
27,204
+23,072
+558% +$1.72M 0.06% 223
2024
Q1 		$335K Buy
4,132
+112
+3% +$8.83K 0.01% 584
2023
Q4 		$294K Sell
4,020
-101
-2% -$6.97K 0.01% 556
2023
Q3 		$272K Sell
4,121
-1,534
-27% -$110K 0.01% 531
2023
Q2 		$420K Sell
5,655
-868
-13% -$64.2K 0.02% 459
2023
Q1 		$504K Sell
6,523
-175
-3% -$13.4K 0.02% 414
2022
Q4 		$514K Buy
6,698
+2,319
+53% +$187K 0.03% 397
2022
Q3 		$365K Buy
4,379
+40
+0.9% +$3.33K 0.02% 445
2022
Q2 		$374K Sell
4,339
-381
-8% -$31.9K 0.02% 413
2022
Q1 		$385K Buy
4,720
+46
+1% +$3.72K 0.02% 373
2021
Q4 		$367K Buy
4,674
+170
+4% +$13.1K 0.03% 362
2021
Q3 		$354K Buy
4,504
+250
+6% +$19.1K 0.03% 322
2021
Q2 		$331K Sell
4,254
-720
-14% -$58.1K 0.03% 334
2021
Q1 		$392K Buy
4,974
+36
+0.7% +$2.79K 0.04% 287
2020
Q4 		$383K Sell
4,938
-2,821
-36% -$194K 0.05% 283
2020
Q3 		$483K Buy
7,759
+158
+2% +$9.19K 0.07% 235
2020
Q2 		$415K Buy
7,601
+1,216
+19% +$63.9K 0.06% 234
2020
Q1 		$291K Buy
6,385
+151
+2% +$10.4K 0.05% 264
2019
Q4 		$533K Buy
+6,234
New +$505K 0.09% 193
2015
Q3 		– Sell
-71,762
Closed -$2.59M – 139
2015
Q2 		$2.59M Buy
+71,762
New +$2.68M 1.17% 16

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RFG Advisory's SYY Position: Q2 2025 in Review

RFG Advisory sold out of Sysco (SYY) in Q2 2025, closing a stake of 3,282 shares — an estimated $246K sold.

RFG Advisory first reported a position in SYY in Q2 2015 and held it in 23 quarters. The position peaked at $2.59M in Q2 2015. 1,508 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

  • RFG Advisory reported no remaining Sysco position as of Q2 2025 after selling out during the quarter.
  • RFG Advisory sold 3,282 Sysco shares in Q2 2025, an estimated $246K.
  • RFG Advisory first reported a position in Sysco in Q2 2015 and held it in 23 quarters.
  • RFG Advisory's Sysco position peaked at $2.59M in Q2 2015.
  • 1,508 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on RFG Advisory's 13F filing for Q2 2025, filed 28 Jul 2025.