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 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%	-$4.13K	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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triangle Securities Wealth Management's SYY Position: Q2 2026 in Review

Triangle Securities Wealth Management opened a new position in Sysco (SYY) in Q2 2026: 2,436 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #211 among its holdings. This is a return to the name: Triangle Securities Wealth Management previously reported a position in SYY as recently as Q3 2025.

Triangle Securities Wealth Management first reported a position in SYY in Q2 2013 and has held it in 26 quarters since. The position peaked at $696K in Q2 2022. 292 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Triangle Securities Wealth Management held 2,436 shares of Sysco worth $204K as of Q2 2026.
Sysco was a new Triangle Securities Wealth Management position in Q2 2026.
Sysco made up 0.04% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #211 holding.
Triangle Securities Wealth Management first reported a position in Sysco in Q2 2013 and has held it in 26 quarters since.
Triangle Securities Wealth Management's Sysco position peaked at $696K in Q2 2022.
292 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.