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WealthTrak Capital Management’s Sysco SYY Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-15
Closed -$1.14K – 792
2025
Q2 		$1.14K Buy
15
+10
+200% +$726 ﹤0.01% 518
2025
Q1 		$376 Sell
5
-25
-83% -$1.83K ﹤0.01% 716
2024
Q4 		$2.29K Buy
+30
New +$2.3K ﹤0.01% 296

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthTrak Capital Management's SYY Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Sysco (SYY) in Q3 2025, closing a stake of 15 shares — an estimated $1.14K sold.

WealthTrak Capital Management first reported a position in SYY in Q4 2024 and held it in 3 quarters. The position peaked at $2.29K in Q4 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 15 Sysco shares in Q3 2025, an estimated $1.14K.
  • WealthTrak Capital Management first reported a position in Sysco in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Sysco position peaked at $2.29K in Q4 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.