EP
SYY icon

Essential Partners’s Sysco SYY Stock Holding History

Essential Partners’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 		$68K Sell
872
-121
-12% -$9.94K 0.03% 533
2026
Q2 		$83K Sell
993
-259
-21% -$19.6K 0.04% 469
2026
Q1 		$89.3K Buy
1,252
+4
+0.3% +$331 0.03% 449
2025
Q4 		$92K Buy
1,248
+1,246
+62,300% +$94.8K 0.03% 465
2025
Q3 		$165 Buy
+2
New +$160 ﹤0.01% 2428

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

Essential Partners's SYY Position: Q3 2026 in Review

Essential Partners reduced its Sysco (SYY) stake by 12% in Q3 2026, selling an estimated $9.94K and leaving 872 shares worth $68K. The position accounts for 0.03% of the portfolio, ranked #533.

Essential Partners first reported a position in SYY in Q3 2025 and has held it in 5 quarters since. The position peaked at $92K in Q4 2025. 157 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Essential Partners held 872 shares of Sysco worth $68K as of Q3 2026.
  • Essential Partners sold 121 Sysco shares in Q3 2026, an estimated $9.94K.
  • Sysco made up 0.03% of Essential Partners's portfolio in Q3 2026, its #533 holding.
  • Essential Partners first reported a position in Sysco in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Sysco position peaked at $92K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.