Wescott Financial Advisory Group’s Sysco SYY Stock Holding History

Wescott Financial Advisory Group’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	$272K	Buy	3,812 +49	+1%	+$4.05K	0.02%	164
2025 Q4	$277K	Buy	3,763 +12	+0.3%	+$913	0.02%	162
2025 Q3	$309K	Buy	3,751 +27	+0.7%	+$2.16K	0.03%	150
2025 Q2	$282K	Sell	3,724 -124	-3%	-$9K	0.03%	151
2025 Q1	$289K	Buy	3,848 +116	+3%	+$8.5K	0.03%	141
2024 Q4	$285K	Buy	3,732 +79	+2%	+$6.05K	0.03%	147
2024 Q3	$285K	Hold	3,653	–	–	0.03%	150
2024 Q2	$261K	Buy	3,653 +3	+0.1%	+$224	0.03%	149
2024 Q1	$296K	Hold	3,650	–	–	0.04%	139
2023 Q4	$267K	Hold	3,650	–	–	0.04%	141
2023 Q3	$241K	Hold	3,650	–	–	0.04%	140
2023 Q2	$271K	Sell	3,650 -195	-5%	-$14.4K	0.05%	136
2023 Q1	$297K	Buy	3,845 +178	+5%	+$13.7K	0.06%	127
2022 Q4	$280K	Hold	3,667	–	–	0.06%	126
2022 Q3	$259K	Sell	3,667 -1,344	-27%	-$112K	0.07%	120
2022 Q2	$424K	Buy	+5,011	New	+$420K	0.12%	88

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

Wescott Financial Advisory Group's SYY Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Sysco (SYY) stake by 1.3% in Q1 2026, buying an estimated $4.05K and bringing the position to 3,812 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #164.

Wescott Financial Advisory Group first reported a position in SYY in Q2 2022 and has held it in 16 quarters since. The position peaked at $424K in Q2 2022. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Wescott Financial Advisory Group held 3,812 shares of Sysco worth $272K as of Q1 2026.
Wescott Financial Advisory Group bought 49 Sysco shares in Q1 2026, an estimated $4.05K.
Sysco made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #164 holding.
Wescott Financial Advisory Group first reported a position in Sysco in Q2 2022 and has held it in 16 quarters since.
Wescott Financial Advisory Group's Sysco position peaked at $424K in Q2 2022.
1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.