Whipplewood Advisors’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.5K Sell
221
-338
-60% -$25.6K 0.01% 198
2026
Q1
$39.9K Sell
559
-697
-55% -$57.6K 0.02% 298
2025
Q4
$92.6K Sell
1,256
-70
-5% -$5.33K 0.06% 163
2025
Q3
$109K Sell
1,326
-1,238
-48% -$99K 0.07% 149
2025
Q2
$194K Sell
2,564
-1,115
-30% -$81K 0.11% 171
2025
Q1
$187K Buy
3,679
+998
+37% +$73.2K 0.11% 164
2024
Q4
$205K Buy
+2,681
New +$205K 0.12% 154

Other funds holding SYY

Whipplewood Advisors's SYY Position: Q2 2026 in Review

Whipplewood Advisors reduced its Sysco (SYY) stake by 60% in Q2 2026, selling an estimated $25.6K and leaving 221 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #198.

Whipplewood Advisors first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $205K in Q4 2024. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Whipplewood Advisors held 221 shares of Sysco worth $18.5K as of Q2 2026.
  • Whipplewood Advisors sold 338 Sysco shares in Q2 2026, an estimated $25.6K.
  • Sysco made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #198 holding.
  • Whipplewood Advisors first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Sysco position peaked at $205K in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.