Wellington Shields & Co’s Sysco SYY Stock Holding History

Wellington Shields & Co’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	$367K	Hold	5,142	–	–	0.09%	178
2025 Q4	$379K	Buy	5,142 +1,000	+24%	+$76.1K	0.09%	168
2025 Q3	$341K	Sell	4,142 -2,300	-36%	-$184K	0.09%	177
2025 Q2	$488K	Buy	6,442 +2,300	+56%	+$167K	0.14%	136
2025 Q1	$311K	Hold	4,142	–	–	0.1%	172
2024 Q4	$317K	Buy	4,142 +60	+1%	+$4.59K	0.1%	164
2024 Q3	$319K	Hold	4,082	–	–	0.1%	171
2024 Q2	$291K	Hold	4,082	–	–	0.09%	168
2024 Q1	$331K	Sell	4,082 -35	-0.9%	-$2.76K	0.11%	161
2023 Q4	$301K	Sell	4,117 -2,958	-42%	-$204K	0.11%	163
2023 Q3	$467K	Hold	7,075	–	–	0.12%	124
2023 Q2	$525K	Hold	7,075	–	–	0.12%	113
2023 Q1	$546K	Hold	7,075	–	–	0.12%	109
2022 Q4	$541K	Hold	7,075	–	–	0.12%	113
2022 Q3	$500K	Hold	7,075	–	–	0.22%	108
2022 Q2	$599K	Hold	7,075	–	–	0.15%	93
2022 Q1	$578K	Hold	7,075	–	–	0.19%	111
2021 Q4	$556K	Buy	7,075 +2,958	+72%	+$228K	0.11%	114
2021 Q3	$323K	Hold	4,117	–	–	0.11%	145
2021 Q2	$320K	Hold	4,117	–	–	0.11%	148
2021 Q1	$324K	Hold	4,117	–	–	0.12%	139
2020 Q4	$306K	Hold	4,117	–	–	0.11%	137
2020 Q3	$256K	Buy	4,117 +117	+3%	+$6.81K	0.11%	141
2020 Q2	$219K	Buy	+4,000	New	+$210K	0.1%	148
2020 Q1	–	Sell	-4,000	Closed	-$342K	–	176
2019 Q4	$342K	Buy	+4,000	New	+$324K	0.15%	125
2019 Q3	–	Sell	-4,000	Closed	-$283K	–	195
2019 Q2	$283K	Hold	4,000	–	–	0.13%	140
2019 Q1	$267K	Hold	4,000	–	–	0.14%	136
2018 Q4	$251K	Hold	4,000	–	–	0.14%	131
2018 Q3	$293K	Hold	4,000	–	–	0.16%	110
2018 Q2	$273K	Hold	4,000	–	–	0.14%	119
2018 Q1	$240K	Hold	4,000	–	–	0.13%	128
2017 Q4	$243K	Hold	4,000	–	–	0.13%	132
2017 Q3	$216K	Hold	4,000	–	–	0.07%	126
2017 Q2	$201K	Hold	4,000	–	–	0.07%	130
2017 Q1	$208K	Hold	4,000	–	–	0.06%	125
2016 Q4	$221K	Buy	+4,000	New	+$208K	0.12%	119
2016 Q3	–	Sell	-4,000	Closed	-$203K	–	125
2016 Q2	$203K	Buy	+4,000	New	+$194K	0.13%	107

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

Wellington Shields & Co's SYY Position: Q1 2026 in Review

Wellington Shields & Co held its Sysco (SYY) position steady in Q1 2026 at 5,142 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #178.

Wellington Shields & Co first reported a position in SYY in Q2 2016 and has held it in 37 quarters since. The position peaked at $599K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Wellington Shields & Co held 5,142 shares of Sysco worth $367K as of Q1 2026.
Wellington Shields & Co left its Sysco share count unchanged in Q1 2026.
Sysco made up 0.09% of Wellington Shields & Co's portfolio in Q1 2026, its #178 holding.
Wellington Shields & Co first reported a position in Sysco in Q2 2016 and has held it in 37 quarters since.
Wellington Shields & Co's Sysco position peaked at $599K in Q2 2022.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.