Triangle Securities Wealth Management
SYY icon

Triangle Securities Wealth Management’s Sysco SYY Stock Holding History

Triangle Securities Wealth Management’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 		– Sell
-2,436
Closed -$204K – 218
2026
Q2 		$204K Buy
+2,436
New +$184K 0.04% 211
2025
Q4 		– Sell
-2,842
Closed -$234K – 212
2025
Q3 		$234K Sell
2,842
-50
-2% -$4K 0.05% 197
2025
Q2 		$219K Hold
2,892
– – 0.05% 196
2025
Q1 		$217K Sell
2,892
-120
-4% -$8.8K 0.06% 196
2024
Q4 		$230K Sell
3,012
-4
-0.1% -$306 0.06% 188
2024
Q3 		$235K Sell
3,016
-55
-2% -$4.14K 0.06% 189
2024
Q2 		$219K Hold
3,071
– – 0.06% 192
2024
Q1 		$249K Buy
3,071
+3
+0.1% +$236 0.07% 187
2023
Q4 		$224K Hold
3,068
– – 0.07% 189
2023
Q3 		$203K Hold
3,068
– – 0.07% 184
2023
Q2 		$228K Sell
3,068
-5,598
-65% -$414K 0.08% 181
2023
Q1 		$669K Sell
8,666
-291
-3% -$22.3K 0.24% 115
2022
Q4 		$685K Buy
8,957
+905
+11% +$73.1K 0.25% 115
2022
Q3 		$569K Sell
8,052
-160
-2% -$13.3K 0.23% 118
2022
Q2 		$696K Hold
8,212
– – 0.27% 106
2022
Q1 		$671K Sell
8,212
-85
-1% -$6.87K 0.22% 120
2021
Q4 		$652K Hold
8,297
– – 0.2% 124
2021
Q3 		$651K Sell
8,297
-150
-2% -$11.4K 0.22% 118
2021
Q2 		$657K Sell
8,447
-321
-4% -$25.9K 0.22% 117
2021
Q1 		$690K Hold
8,768
– – 0.25% 110
2020
Q4 		$651K Sell
8,768
-70
-0.8% -$4.81K 0.26% 112
2020
Q3 		$550K Hold
8,838
– – 0.25% 107
2020
Q2 		$483K Buy
+8,838
New +$465K 0.23% 111
2018
Q3 		– Sell
-3,040
Closed -$208K – 140
2018
Q2 		$208K Buy
+3,040
New +$194K 0.12% 139
2014
Q1 		– Sell
-5,820
Closed -$210K – 126
2013
Q4 		$210K Buy
+5,820
New +$197K 0.17% 116
2013
Q3 		– Sell
-5,520
Closed -$189K – 345
2013
Q2 		$189K Buy
+5,520
New +$190K 0.14% 121

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

Triangle Securities Wealth Management's SYY Position: Q3 2026 in Review

Triangle Securities Wealth Management sold out of Sysco (SYY) in Q3 2026, closing a stake of 2,436 shares — an estimated $204K sold.

Triangle Securities Wealth Management first reported a position in SYY in Q2 2013 and held it in 26 quarters. The position peaked at $696K in Q2 2022. 516 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Triangle Securities Wealth Management reported no remaining Sysco position as of Q3 2026 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,436 Sysco shares in Q3 2026, an estimated $204K.
  • Triangle Securities Wealth Management first reported a position in Sysco in Q2 2013 and held it in 26 quarters.
  • Triangle Securities Wealth Management's Sysco position peaked at $696K in Q2 2022.
  • 516 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.