SOA Wealth Advisors’s Sysco SYY Stock Holding History

SOA Wealth Advisors’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	–	Sell	-7	Closed	-$499	–	943
2026 Q1	$499	Sell	7 -130	-95%	-$10.7K	﹤0.01%	777
2025 Q4	$10.1K	Sell	137 -33	-19%	-$2.51K	﹤0.01%	593
2025 Q3	$14K	Hold	170	–	–	﹤0.01%	566
2025 Q2	$12.9K	Hold	170	–	–	﹤0.01%	568
2025 Q1	$12.8K	Hold	170	–	–	﹤0.01%	534
2024 Q4	$13K	Hold	170	–	–	﹤0.01%	521
2024 Q3	$13.3K	Hold	170	–	–	﹤0.01%	505
2024 Q2	$12.1K	Sell	170 -2	-1%	-$149	﹤0.01%	512
2024 Q1	$14K	Hold	172	–	–	﹤0.01%	495
2023 Q4	$12.6K	Hold	172	–	–	﹤0.01%	490
2023 Q3	$11.4K	Hold	172	–	–	﹤0.01%	507
2023 Q2	$12.8K	Hold	172	–	–	﹤0.01%	501
2023 Q1	$13.3K	Hold	172	–	–	﹤0.01%	495
2022 Q4	$13.1K	Sell	172 -1	-0.6%	-$81	﹤0.01%	480
2022 Q3	$12K	Hold	173	–	–	﹤0.01%	487
2022 Q2	$14K	Sell	173 -59	-25%	-$4.94K	﹤0.01%	447
2022 Q1	$18K	Hold	232	–	–	﹤0.01%	490
2021 Q4	$18K	Hold	232	–	–	﹤0.01%	461
2021 Q3	$18K	Hold	232	–	–	﹤0.01%	478
2021 Q2	$18K	Sell	232 -144	-38%	-$11.6K	﹤0.01%	480
2021 Q1	$29K	Sell	376 -32	-8%	-$2.48K	0.01%	342
2020 Q4	$31K	Buy	+408	New	+$28.1K	0.01%	327

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SOA Wealth Advisors's SYY Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Sysco (SYY) in Q2 2026, closing a stake of 7 shares — an estimated $499 sold.

SOA Wealth Advisors first reported a position in SYY in Q4 2020 and held it in 22 quarters. The position peaked at $31K in Q4 2020. 1,628 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

SOA Wealth Advisors reported no remaining Sysco position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 7 Sysco shares in Q2 2026, an estimated $499.
SOA Wealth Advisors first reported a position in Sysco in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's Sysco position peaked at $31K in Q4 2020.
1,628 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.