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Burkett Financial Services’s Sysco SYY Stock Holding History

Burkett Financial Services’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 		$31.9K Buy
408
+2
+0.5% +$164 0.01% 198
2026
Q2 		$33.9K Buy
406
+3
+0.7% +$227 0.01% 122
2026
Q1 		$28.8K Buy
403
+3
+0.8% +$248 0.01% 126
2025
Q4 		$29.5K Sell
400
-35
-8% -$2.66K 0.01% 123
2025
Q3 		$35.8K Buy
435
+3
+0.7% +$240 0.01% 114
2025
Q2 		$32.8K Buy
432
+3
+0.7% +$218 0.01% 110
2025
Q1 		$32.2K Buy
429
+3
+0.7% +$220 0.01% 110
2024
Q4 		$32.6K Buy
426
+2
+0.5% +$153 0.01% 105
2024
Q3 		$33.1K Buy
424
+3
+0.7% +$226 0.01% 98
2024
Q2 		$30K Buy
421
+3
+0.7% +$224 0.02% 101
2024
Q1 		$33.9K Buy
418
+3
+0.7% +$236 0.02% 100
2023
Q4 		$30.4K Buy
+415
New +$28.6K 0.02% 101

Other funds holding SYY

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services's SYY Position: Q3 2026 in Review

Burkett Financial Services increased its Sysco (SYY) stake by 0.49% in Q3 2026, buying an estimated $164 and bringing the position to 408 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #198.

Burkett Financial Services first reported a position in SYY in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.8K in Q3 2025. 75 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Burkett Financial Services held 408 shares of Sysco worth $31.9K as of Q3 2026.
  • Burkett Financial Services bought 2 Sysco shares in Q3 2026, an estimated $164.
  • Sysco made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #198 holding.
  • Burkett Financial Services first reported a position in Sysco in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Sysco position peaked at $35.8K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.