Rothwell Investment Advisors, LLC’s Sysco SYY Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$33.2K	Buy	+425	New	+$34.9K	0.02%	510

Other funds holding SYY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SYY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Sysco (SYY) in Q3 2026: 425 shares worth $33.2K. The stake represents 0.02% of the portfolio and ranks #510 among its holdings.

1,063 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

Rothwell Investment Advisors, LLC held 425 shares of Sysco worth $33.2K as of Q3 2026.
Sysco was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Sysco made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #510 holding.
1,063 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.