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Colton Groome Financial Advisors’s Sysco SYY Stock Holding History

Colton Groome Financial Advisors’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 		$214K Sell
2,749
-126
-4% -$10.4K 0.05% 150
2026
Q2 		$240K Buy
2,875
+1
+0% +$76 0.06% 149
2026
Q1 		$205K Sell
2,874
-420
-13% -$34.7K 0.06% 134
2025
Q4 		$243K Sell
3,294
-236
-7% -$18K 0.07% 127
2025
Q3 		$291K Sell
3,530
-77
-2% -$6.16K 0.09% 112
2025
Q2 		$273K Hold
3,607
– – 0.09% 111
2025
Q1 		$258K Sell
3,607
-543
-13% -$39.8K 0.1% 107
2024
Q4 		$317K Sell
4,150
-304
-7% -$23.3K 0.12% 91
2024
Q3 		$348K Sell
4,454
-144
-3% -$10.8K 0.13% 99
2024
Q2 		$328K Hold
4,598
– – 0.13% 92
2024
Q1 		$373K Hold
4,598
– – 0.15% 80
2023
Q4 		$336K Sell
4,598
-736
-14% -$50.8K 0.15% 86
2023
Q3 		$352K Hold
5,334
– – 0.18% 82
2023
Q2 		$396K Hold
5,334
– – 0.19% 80
2023
Q1 		$412K Sell
5,334
-12
-0.2% -$921 0.2% 85
2022
Q4 		$409K Sell
5,346
-898
-14% -$72.5K 0.2% 84
2022
Q3 		$442K Sell
6,244
-33
-0.5% -$2.75K 0.23% 61
2022
Q2 		$532K Buy
6,277
+615
+11% +$51.5K 0.27% 50
2022
Q1 		$462K Sell
5,662
-26
-0.5% -$2.1K 0.21% 59
2021
Q4 		$447K Sell
5,688
-368
-6% -$28.3K 0.18% 82
2021
Q3 		$475K Sell
6,056
-234
-4% -$17.8K 0.21% 70
2021
Q2 		$489K Buy
+6,290
New +$508K 0.22% 68

Other funds holding SYY

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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

Colton Groome Financial Advisors's SYY Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Sysco (SYY) stake by 4.4% in Q3 2026, selling an estimated $10.4K and leaving 2,749 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #150.

Colton Groome Financial Advisors first reported a position in SYY in Q2 2021 and has held it in 22 quarters since. The position peaked at $532K in Q2 2022. 118 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Colton Groome Financial Advisors held 2,749 shares of Sysco worth $214K as of Q3 2026.
  • Colton Groome Financial Advisors sold 126 Sysco shares in Q3 2026, an estimated $10.4K.
  • Sysco made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #150 holding.
  • Colton Groome Financial Advisors first reported a position in Sysco in Q2 2021 and has held it in 22 quarters since.
  • Colton Groome Financial Advisors's Sysco position peaked at $532K in Q2 2022.
  • 118 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.