WIM
SYY icon

WealthPlan Investment Management’s Sysco SYY Stock Holding History

WealthPlan Investment 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
2025
Q4 		– Sell
-2,666
Closed -$220K – 391
2025
Q3 		$220K Sell
2,666
-497
-16% -$39.7K 0.01% 312
2025
Q2 		$240K Buy
3,163
+412
+15% +$29.9K 0.02% 313
2025
Q1 		$206K Sell
2,751
-483
-15% -$35.4K 0.02% 258
2024
Q4 		$247K Sell
3,234
-67
-2% -$5.13K 0.02% 237
2024
Q3 		$258K Buy
3,301
+16
+0.5% +$1.2K 0.03% 221
2024
Q2 		$235K Buy
3,285
+15
+0.5% +$1.12K 0.04% 170
2024
Q1 		$265K Sell
3,270
-1,118
-25% -$88.1K 0.04% 163
2023
Q4 		$321K Sell
4,388
-1,485
-25% -$102K 0.05% 148
2023
Q3 		$388K Sell
5,873
-55,527
-90% -$3.99M 0.07% 131
2023
Q2 		$4.56M Sell
61,400
-59,654
-49% -$4.41M 1.36% 30
2023
Q1 		$9.35M Sell
121,054
-87,495
-42% -$6.71M 1.61% 19
2022
Q4 		$16.3M Buy
208,549
+7,679
+4% +$620K 1.14% 25
2022
Q3 		$16.9M Buy
+200,870
New +$16.7M 1.23% 24
2022
Q1 		$14.9M Buy
+174,211
New +$14.1M 1.03% 28

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPlan Investment Management's SYY Position: Q4 2025 in Review

WealthPlan Investment Management sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,666 shares — an estimated $220K sold.

WealthPlan Investment Management first reported a position in SYY in Q1 2022 and held it in 14 quarters. The position peaked at $16.9M in Q3 2022. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

  • WealthPlan Investment Management reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,666 Sysco shares in Q4 2025, an estimated $220K.
  • WealthPlan Investment Management first reported a position in Sysco in Q1 2022 and held it in 14 quarters.
  • WealthPlan Investment Management's Sysco position peaked at $16.9M in Q3 2022.
  • 1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.