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Clayton Financial Group’s Sysco SYY Stock Holding History

Clayton Financial 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
Q2 		– Sell
-49
Closed -$3.5K – 503
2026
Q1 		$3.5K Sell
49
-7
-13% -$579 ﹤0.01% 375
2025
Q4 		$4.13K Buy
+56
New +$4.26K ﹤0.01% 340

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Clayton Financial Group's SYY Position: Q2 2026 in Review

Clayton Financial Group sold out of Sysco (SYY) in Q2 2026, closing a stake of 49 shares — an estimated $3.5K sold.

Clayton Financial Group first reported a position in SYY in Q4 2025 and held it in 2 quarters. The position peaked at $4.13K in Q4 2025. 656 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Clayton Financial Group reported no remaining Sysco position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 49 Sysco shares in Q2 2026, an estimated $3.5K.
  • Clayton Financial Group first reported a position in Sysco in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Sysco position peaked at $4.13K in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.