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J.W. Cole Advisors’s Sysco SYY Stock Holding History

J.W. Cole 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
Q2 		$1.56M Buy
+18,647
New +$1.41M 0.03% 589
2026
Q1 		– Sell
-29,763
Closed -$2.11M – 1393
2025
Q4 		$2.11M Sell
29,763
-830
-3% -$63.1K 0.05% 380
2025
Q3 		$2.52M Buy
30,593
+2,823
+10% +$226K 0.05% 375
2025
Q2 		$2.1M Buy
27,770
+4,585
+20% +$333K 0.04% 401
2025
Q1 		$1.74M Buy
23,185
+16,229
+233% +$1.19M 0.05% 359
2024
Q4 		$532K Buy
6,956
+375
+6% +$28.7K 0.02% 586
2024
Q3 		$514K Sell
6,581
-354
-5% -$26.6K 0.02% 587
2024
Q2 		$495K Sell
6,935
-311
-4% -$23.2K 0.02% 522
2024
Q1 		$587K Sell
7,246
-78
-1% -$6.15K 0.03% 493
2023
Q4 		$536K Buy
7,324
+2,024
+38% +$140K 0.03% 467
2023
Q3 		$350K Buy
5,300
+860
+19% +$61.8K 0.03% 522
2023
Q2 		$329K Sell
4,440
-112
-2% -$8.28K 0.02% 543
2023
Q1 		$352K Buy
4,552
+438
+11% +$33.6K 0.03% 551
2022
Q4 		$315K Buy
4,114
+420
+11% +$33.9K 0.02% 545
2022
Q3 		$261K Sell
3,694
-30
-0.8% -$2.5K 0.02% 586
2022
Q2 		$315K Sell
3,724
-2,319
-38% -$194K 0.03% 535
2022
Q1 		$493K Sell
6,043
-7,217
-54% -$583K 0.03% 461
2021
Q4 		$1.04M Sell
13,260
-133
-1% -$10.2K 0.07% 292
2021
Q3 		$1.05M Sell
13,393
-482
-3% -$36.8K 0.08% 156
2021
Q2 		$1.08M Sell
13,875
-638
-4% -$51.5K 0.08% 261
2021
Q1 		$1.14M Sell
14,513
-107
-0.7% -$8.3K 0.11% 225
2020
Q4 		$1.09M Buy
14,620
+2,508
+21% +$172K 0.11% 215
2020
Q3 		$754K Buy
+12,112
New +$705K 0.06% 321

Other funds holding SYY

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

J.W. Cole Advisors's SYY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Sysco (SYY) in Q2 2026: 18,647 shares worth $1.56M. The stake represents 0.03% of the portfolio and ranks #589 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SYY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SYY in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.52M in Q3 2025. 354 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • J.W. Cole Advisors held 18,647 shares of Sysco worth $1.56M as of Q2 2026.
  • Sysco was a new J.W. Cole Advisors position in Q2 2026.
  • Sysco made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #589 holding.
  • J.W. Cole Advisors first reported a position in Sysco in Q3 2020 and has held it in 23 quarters since.
  • J.W. Cole Advisors's Sysco position peaked at $2.52M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.