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Williams Jones Wealth Management’s Sysco SYY Stock Holding History

Williams Jones Wealth 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
2026
Q1 		$35.3M Sell
495,508
-800
-0.2% -$66.1K 0.43% 51
2025
Q4 		$36.6M Sell
496,308
-2,689
-0.5% -$205K 0.41% 56
2025
Q3 		$41.1M Sell
498,997
-3,680
-0.7% -$294K 0.47% 49
2025
Q2 		$38.1M Sell
502,677
-10,723
-2% -$779K 0.46% 51
2025
Q1 		$38.5M Sell
513,400
-9,357
-2% -$686K 0.49% 47
2024
Q4 		$40M Sell
522,757
-8,680
-2% -$664K 0.48% 46
2024
Q3 		$41.5M Sell
531,437
-9,520
-2% -$716K 0.49% 44
2024
Q2 		$38.6M Sell
540,957
-20,267
-4% -$1.51M 0.48% 44
2024
Q1 		$45.6M Sell
561,224
-12,825
-2% -$1.01M 0.58% 42
2023
Q4 		$42M Sell
574,049
-42,415
-7% -$2.93M 0.59% 38
2023
Q3 		$40.7M Sell
616,464
-13,344
-2% -$959K 0.63% 39
2023
Q2 		$46.7M Buy
629,808
+646
+0.1% +$47.8K 0.7% 37
2023
Q1 		$48.6M Buy
629,162
+139
+0% +$10.7K 0.76% 34
2022
Q4 		$48.1M Sell
629,023
-3,469
-0.5% -$280K 0.81% 31
2022
Q3 		$44.7M Buy
632,492
+9,669
+2% +$805K 0.78% 34
2022
Q2 		$52.8M Buy
622,823
+375,321
+152% +$31.4M 0.85% 31
2022
Q1 		$20.2M Buy
247,502
+160,021
+183% +$12.9M 0.28% 67
2021
Q4 		$6.87M Sell
87,481
-2,410
-3% -$185K 0.09% 124
2021
Q3 		$7.06M Sell
89,891
-19,560
-18% -$1.49M 0.1% 120
2021
Q2 		$8.51M Buy
109,451
+37,559
+52% +$3.03M 0.12% 108
2021
Q1 		$5.66M Sell
71,892
-1,251
-2% -$97K 0.09% 131
2020
Q4 		$5.43M Buy
73,143
+167
+0.2% +$11.5K 0.09% 126
2020
Q3 		$4.54M Buy
72,976
+60
+0.1% +$3.49K 0.08% 121
2020
Q2 		$3.99M Sell
72,916
-520
-0.7% -$27.3K 0.08% 121
2020
Q1 		$3.35M Sell
73,436
-300
-0.4% -$20.8K 0.09% 116
2019
Q4 		$6.31M Sell
73,736
-900
-1% -$72.9K 0.12% 105
2019
Q3 		$5.93M Buy
+74,636
New +$5.48M 0.12% 108

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Williams Jones Wealth Management's SYY Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Sysco (SYY) stake by 0.16% in Q1 2026, selling an estimated $66.1K and leaving 495,508 shares worth $35.3M. The position accounts for 0.43% of the portfolio, ranked #51.

Williams Jones Wealth Management first reported a position in SYY in Q3 2019 and has held it in 27 quarters since. The position peaked at $52.8M in Q2 2022. 1,561 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Williams Jones Wealth Management held 495,508 shares of Sysco worth $35.3M as of Q1 2026.
  • Williams Jones Wealth Management sold 800 Sysco shares in Q1 2026, an estimated $66.1K.
  • Sysco made up 0.43% of Williams Jones Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Williams Jones Wealth Management first reported a position in Sysco in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Sysco position peaked at $52.8M in Q2 2022.
  • 1,561 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.