United Capital Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.63M | Sell |
31,501
-1,233
| -4% | -$93.3K | 0.01% | 515 |
|
|
2026
Q1 | $2.33M | Buy |
32,734
+6,560
| +25% | +$542K | 0.01% | 515 |
|
|
2025
Q4 | $1.93M | Sell |
26,174
-981
| -4% | -$74.6K | 0.01% | 545 |
|
|
2025
Q3 | $2.24M | Buy |
27,155
+4,371
| +19% | +$350K | 0.02% | 445 |
|
|
2025
Q2 | $1.73M | Sell |
22,784
-2,413
| -10% | -$175K | 0.01% | 474 |
|
|
2025
Q1 | $1.89M | Buy |
25,197
+636
| +3% | +$46.6K | 0.02% | 436 |
|
|
2024
Q4 | $1.88M | Sell |
24,561
-42
| -0.2% | -$3.21K | 0.02% | 430 |
|
|
2024
Q3 | $1.92M | Buy |
24,603
+748
| +3% | +$56.2K | 0.02% | 427 |
|
|
2024
Q2 | $1.7M | Sell |
23,855
-186
| -0.8% | -$13.9K | 0.01% | 433 |
|
|
2024
Q1 | $1.95M | Buy |
24,041
+8,406
| +54% | +$662K | 0.02% | 433 |
|
|
2023
Q4 | $1.14M | Buy |
15,635
+6,880
| +79% | +$475K | 0.01% | 524 |
|
|
2023
Q3 | $578K | Sell |
8,755
-3,035
| -26% | -$218K | ﹤0.01% | 618 |
|
|
2023
Q2 | $875K | Sell |
11,790
-3,914
| -25% | -$289K | ﹤0.01% | 581 |
|
|
2023
Q1 | $1.21M | Sell |
15,704
-8,850
| -36% | -$679K | 0.01% | 532 |
|
|
2022
Q4 | $1.88M | Buy |
24,554
+797
| +3% | +$64.4K | 0.01% | 493 |
|
|
2022
Q3 | $1.68M | Sell |
23,757
-1,063
| -4% | -$88.5K | 0.01% | 504 |
|
|
2022
Q2 | $2.1M | Buy |
24,820
+2,405
| +11% | +$201K | 0.01% | 481 |
|
|
2022
Q1 | $1.83M | Sell |
22,415
-1,406
| -6% | -$114K | 0.01% | 540 |
|
|
2021
Q4 | $1.87M | Buy |
23,821
+9
| +0% | +$693 | 0.01% | 550 |
|
|
2021
Q3 | $1.87M | Sell |
23,812
-1,092
| -4% | -$83.3K | 0.01% | 539 |
|
|
2021
Q2 | $1.94M | Buy |
24,904
+7,992
| +47% | +$645K | 0.01% | 547 |
|
|
2021
Q1 | $1.33M | Sell |
16,912
-1,903
| -10% | -$148K | 0.01% | 596 |
|
|
2020
Q4 | $1.4M | Sell |
18,815
-1,003
| -5% | -$69K | 0.01% | 589 |
|
|
2020
Q3 | $1.23M | Sell |
19,818
-1,287
| -6% | -$74.9K | 0.01% | 600 |
|
|
2020
Q2 | $1.15M | Sell |
21,105
-674
| -3% | -$35.4K | 0.01% | 620 |
|
|
2020
Q1 | $994K | Sell |
21,779
-3,536
| -14% | -$245K | 0.01% | 634 |
|
|
2019
Q4 | $2.17M | Buy |
25,315
+1,850
| +8% | +$150K | 0.01% | 592 |
|
|
2019
Q3 | $1.86M | Buy |
23,465
+423
| +2% | +$31.1K | 0.01% | 598 |
|
|
2019
Q2 | $1.63M | Buy |
23,042
+1,871
| +9% | +$133K | 0.01% | 674 |
|
|
2019
Q1 | $1.4M | Sell |
21,171
-339
| -2% | -$22.1K | 0.01% | 682 |
|
|
2018
Q4 | $1.35M | Buy |
21,510
+2,542
| +13% | +$171K | 0.01% | 643 |
|
|
2018
Q3 | $1.39M | Sell |
18,968
-523
| -3% | -$37.7K | 0.01% | 686 |
|
|
2018
Q2 | $1.33M | Sell |
19,491
-128
| -0.7% | -$8.18K | 0.01% | 690 |
|
|
2018
Q1 | $1.18M | Sell |
19,619
-794
| -4% | -$48.1K | 0.01% | 734 |
|
|
2017
Q4 | $1.24M | Buy |
20,413
+461
| +2% | +$26.1K | 0.01% | 730 |
|
|
2017
Q3 | $1.08M | Buy |
19,952
+4,643
| +30% | +$242K | 0.01% | 761 |
|
|
2017
Q2 | $771K | Sell |
15,309
-1,985
| -11% | -$106K | 0.01% | 833 |
|
|
2017
Q1 | $898K | Sell |
17,294
-3,965
| -19% | -$210K | 0.01% | 770 |
|
|
2016
Q4 | $1.18M | Sell |
21,259
-10,261
| -33% | -$533K | 0.01% | 702 |
|
|
2016
Q3 | $1.54M | Sell |
31,520
-72,129
| -70% | -$3.7M | 0.02% | 657 |
|
|
2016
Q2 | $5.29M | Buy |
103,649
+34,515
| +50% | +$1.67M | 0.05% | 357 |
|
|
2016
Q1 | $3.23M | Sell |
69,134
-107,053
| -61% | -$4.62M | 0.04% | 431 |
|
|
2015
Q4 | $7.22M | Buy |
176,187
+13,709
| +8% | +$562K | 0.08% | 265 |
|
|
2015
Q3 | $6.33M | Buy |
162,478
+141,241
| +665% | +$5.39M | 0.08% | 268 |
|
|
2015
Q2 | $767K | Sell |
21,237
-32,963
| -61% | -$1.23M | 0.01% | 780 |
|
|
2015
Q1 | $2.01M | Buy |
54,200
+17,077
| +46% | +$673K | 0.02% | 551 |
|
|
2014
Q4 | $1.47M | Buy |
37,123
+11,374
| +44% | +$441K | 0.02% | 546 |
|
|
2014
Q3 | $977K | Buy |
25,749
+5,167
| +25% | +$193K | 0.02% | 608 |
|
|
2014
Q2 | $771K | Buy |
20,582
+13,908
| +208% | +$511K | 0.01% | 608 |
|
|
2014
Q1 | $241K | Buy |
+6,674
| New | +$240K | 0.01% | 836 |
|
Other funds holding SYY
United Capital Financial Advisors's SYY Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Sysco (SYY) stake by 3.8% in Q2 2026, selling an estimated $93.3K and leaving 31,501 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #515.
United Capital Financial Advisors first reported a position in SYY in Q1 2014 and has held it in 50 quarters since. The position peaked at $7.22M in Q4 2015. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.
- United Capital Financial Advisors held 31,501 shares of Sysco worth $2.63M as of Q2 2026.
- United Capital Financial Advisors sold 1,233 Sysco shares in Q2 2026, an estimated $93.3K.
- Sysco made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #515 holding.
- United Capital Financial Advisors first reported a position in Sysco in Q1 2014 and has held it in 50 quarters since.
- United Capital Financial Advisors's Sysco position peaked at $7.22M in Q4 2015.
- 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.