Wealth Management Associates’s Sysco SYY Stock Holding History

Wealth Management Associates’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 Q1	$390K	Hold	5,467	–	–	0.13%	137
2025 Q4	$403K	Hold	5,467	–	–	0.14%	136
2025 Q3	$450K	Hold	5,467	–	–	0.16%	118
2025 Q2	$414K	Hold	5,467	–	–	0.16%	122
2025 Q1	$410K	Hold	5,467	–	–	0.18%	111
2024 Q4	$418K	Hold	5,467	–	–	0.18%	108
2024 Q3	$427K	Sell	5,467 -964	-15%	-$72.5K	0.19%	118
2024 Q2	$459K	Hold	6,431	–	–	0.22%	90
2024 Q1	$459K	Buy	6,431 +270	+4%	+$21.3K	0.22%	90
2023 Q4	$451K	Hold	6,161	–	–	0.24%	88
2023 Q3	$407K	Buy	6,161 +480	+8%	+$34.5K	0.24%	90
2023 Q2	$422K	Buy	5,681 +340	+6%	+$25.1K	0.24%	88
2023 Q1	$412K	Hold	5,341	–	–	0.25%	92
2022 Q4	$408K	Sell	5,341 -2,020	-27%	-$163K	0.27%	88
2022 Q3	$520K	Buy	7,361 +1,534	+26%	+$128K	0.37%	71
2022 Q2	$494K	Hold	5,827	–	–	0.34%	74
2022 Q1	$476K	Sell	5,827 -250	-4%	-$20.2K	0.27%	94
2021 Q4	$477K	Hold	6,077	–	–	0.26%	102
2021 Q3	$477K	Hold	6,077	–	–	0.28%	93
2021 Q2	$472K	Hold	6,077	–	–	0.27%	100
2021 Q1	$479K	Hold	6,077	–	–	0.3%	80
2020 Q4	$451K	Hold	6,077	–	–	0.3%	87
2020 Q3	$378K	Buy	6,077 +1,548	+34%	+$90.1K	0.29%	81
2020 Q2	$248K	Buy	4,529 +46	+1%	+$2.42K	0.21%	115
2020 Q1	$205K	Sell	4,483 -2,160	-33%	-$149K	0.21%	112
2019 Q4	$568K	Hold	6,643	–	–	0.41%	60
2019 Q3	$527K	Buy	+6,643	New	+$488K	0.42%	58

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Management Associates's SYY Position: Q1 2026 in Review

Wealth Management Associates held its Sysco (SYY) position steady in Q1 2026 at 5,467 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #137.

Wealth Management Associates first reported a position in SYY in Q3 2019 and has held it in 27 quarters since. The position peaked at $568K in Q4 2019. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Wealth Management Associates held 5,467 shares of Sysco worth $390K as of Q1 2026.
Wealth Management Associates left its Sysco share count unchanged in Q1 2026.
Sysco made up 0.13% of Wealth Management Associates's portfolio in Q1 2026, its #137 holding.
Wealth Management Associates first reported a position in Sysco in Q3 2019 and has held it in 27 quarters since.
Wealth Management Associates's Sysco position peaked at $568K in Q4 2019.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.