Valeo 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 | $292K | Sell |
3,497
-394
| -10% | -$29.8K | 0.01% | 629 |
|
|
2026
Q1 | $278K | Sell |
3,891
-618
| -14% | -$51.1K | 0.01% | 583 |
|
|
2025
Q4 | $332K | Sell |
4,509
-4,816
| -52% | -$366K | 0.01% | 581 |
|
|
2025
Q3 | $768K | Sell |
9,325
-204
| -2% | -$16.3K | 0.02% | 370 |
|
|
2025
Q2 | $722K | Buy |
9,529
+1,489
| +19% | +$108K | 0.02% | 365 |
|
|
2025
Q1 | $603K | Buy |
8,040
+3,078
| +62% | +$226K | 0.02% | 364 |
|
|
2024
Q4 | $379K | Sell |
4,962
-310
| -6% | -$23.7K | 0.01% | 474 |
|
|
2024
Q3 | $412K | Buy |
5,272
+860
| +19% | +$64.7K | 0.01% | 457 |
|
|
2024
Q2 | $315K | Sell |
4,412
-1,110
| -20% | -$82.9K | 0.01% | 509 |
|
|
2024
Q1 | $427K | Sell |
5,522
-10
| -0.2% | -$788 | 0.02% | 419 |
|
|
2023
Q4 | $405K | Buy |
5,532
+1,263
| +30% | +$87.2K | 0.02% | 413 |
|
|
2023
Q3 | $282K | Sell |
4,269
-439
| -9% | -$31.5K | 0.01% | 475 |
|
|
2023
Q2 | $349K | Sell |
4,708
-1,021
| -18% | -$75.5K | 0.02% | 395 |
|
|
2023
Q1 | $442K | Buy |
5,729
+478
| +9% | +$36.7K | 0.02% | 362 |
|
|
2022
Q4 | $401K | Buy |
5,251
+919
| +21% | +$74.2K | 0.02% | 322 |
|
|
2022
Q3 | $306K | Buy |
4,332
+327
| +8% | +$27.2K | 0.02% | 338 |
|
|
2022
Q2 | $339K | Sell |
4,005
-771
| -16% | -$64.6K | 0.02% | 317 |
|
|
2022
Q1 | $390K | Buy |
4,776
+864
| +22% | +$69.8K | 0.02% | 382 |
|
|
2021
Q4 | $307K | Sell |
3,912
-158
| -4% | -$12.2K | 0.02% | 405 |
|
|
2021
Q3 | $320K | Buy |
4,070
+405
| +11% | +$30.9K | 0.02% | 387 |
|
|
2021
Q2 | $285K | Buy |
3,665
+718
| +24% | +$58K | 0.02% | 367 |
|
|
2021
Q1 | $232K | Sell |
2,947
-48
| -2% | -$3.72K | 0.01% | 409 |
|
|
2020
Q4 | $222K | Buy |
2,995
+1,091
| +57% | +$75K | 0.01% | 393 |
|
|
2020
Q3 | $118K | Sell |
1,904
-586
| -24% | -$34.1K | 0.01% | 434 |
|
|
2020
Q2 | $136K | Sell |
2,490
-489
| -16% | -$25.7K | 0.01% | 406 |
|
|
2020
Q1 | $146K | Buy |
2,979
+344
| +13% | +$23.8K | 0.02% | 349 |
|
|
2019
Q4 | $225K | Sell |
2,635
-400
| -13% | -$32.4K | 0.02% | 298 |
|
|
2019
Q3 | $241K | Sell |
3,035
-8
| -0.3% | -$587 | 0.03% | 269 |
|
|
2019
Q2 | $215K | Buy |
3,043
+42
| +1% | +$2.99K | 0.02% | 274 |
|
|
2019
Q1 | $200K | Sell |
3,001
-153
| -5% | -$9.95K | 0.02% | 278 |
|
|
2018
Q4 | $198K | Sell |
3,154
-844
| -21% | -$56.9K | 0.03% | 259 |
|
|
2018
Q3 | $286K | Buy |
3,998
+291
| +8% | +$21K | 0.04% | 225 |
|
|
2018
Q2 | $266K | Buy |
3,707
+1,086
| +41% | +$69.4K | 0.04% | 244 |
|
|
2018
Q1 | $157K | Buy |
2,621
+354
| +16% | +$21.4K | 0.03% | 278 |
|
|
2017
Q4 | $138K | Buy |
2,267
+1,126
| +99% | +$63.8K | 0.02% | 290 |
|
|
2017
Q3 | $62K | Buy |
+1,141
| New | +$59.4K | 0.01% | 374 |
|
Other funds holding SYY
Valeo Financial Advisors's SYY Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Sysco (SYY) stake by 10% in Q2 2026, selling an estimated $29.8K and leaving 3,497 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #629.
Valeo Financial Advisors first reported a position in SYY in Q3 2017 and has held it in 36 quarters since. The position peaked at $768K in Q3 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.
- Valeo Financial Advisors held 3,497 shares of Sysco worth $292K as of Q2 2026.
- Valeo Financial Advisors sold 394 Sysco shares in Q2 2026, an estimated $29.8K.
- Sysco made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #629 holding.
- Valeo Financial Advisors first reported a position in Sysco in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Sysco position peaked at $768K in Q3 2025.
- 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.