Kestra Advisory Services
SYY icon

Kestra Advisory Services’s Sysco SYY Stock Holding History

Kestra Advisory 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 		$6.25M Buy
80,158
+9,531
+13% +$783K 0.02% 786
2026
Q2 		$5.9M Sell
70,627
-5,555
-7% -$421K 0.02% 752
2026
Q1 		$5.43M Buy
76,182
+7,431
+11% +$614K 0.02% 746
2025
Q4 		$5.07M Sell
68,751
-2,096
-3% -$159K 0.02% 728
2025
Q3 		$5.83M Sell
70,847
-5,203
-7% -$416K 0.03% 607
2025
Q2 		$5.76M Sell
76,050
-3,600
-5% -$261K 0.03% 572
2025
Q1 		$5.98M Buy
79,650
+5,813
+8% +$426K 0.03% 511
2024
Q4 		$5.65M Buy
73,837
+3,072
+4% +$235K 0.03% 528
2024
Q3 		$5.52M Sell
70,765
-8,783
-11% -$660K 0.03% 556
2024
Q2 		$5.1M Buy
79,548
+5,423
+7% +$405K 0.03% 587
2024
Q1 		$6.02M Buy
74,125
+2,772
+4% +$218K 0.04% 466
2023
Q4 		$5.22M Buy
71,353
+309
+0.4% +$21.3K 0.04% 434
2023
Q3 		$4.69M Sell
71,044
-1,529
-2% -$110K 0.05% 411
2023
Q2 		$5.38M Buy
72,573
+9,238
+15% +$683K 0.05% 351
2023
Q1 		$4.89M Sell
63,335
-10,695
-14% -$821K 0.05% 360
2022
Q4 		$5.66M Buy
74,030
+665
+0.9% +$53.7K 0.05% 387
2022
Q3 		$5.19M Sell
73,365
-10,257
-12% -$854K 0.06% 366
2022
Q2 		$7.08M Buy
83,622
+21,014
+34% +$1.76M 0.07% 282
2022
Q1 		$5.11M Sell
62,608
-2,044
-3% -$165K 0.05% 364
2021
Q4 		$5.08M Sell
64,652
-3,360
-5% -$259K 0.05% 371
2021
Q3 		$5.34M Buy
68,012
+1,054
+2% +$80.4K 0.05% 364
2021
Q2 		$5.21M Sell
66,958
-2,038
-3% -$165K 0.06% 352
2021
Q1 		$5.43M Sell
68,996
-24,767
-26% -$1.92M 0.07% 317
2020
Q4 		$6.87M Buy
93,763
+3,291
+4% +$226K 0.08% 272
2020
Q3 		$5.63M Buy
+90,472
New +$5.26M 0.11% 227

Other funds holding SYY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
First Nebraska Trust
First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Kestra Advisory Services's SYY Position: Q3 2026 in Review

Kestra Advisory Services increased its Sysco (SYY) stake by 13% in Q3 2026, buying an estimated $783K and bringing the position to 80,158 shares worth $6.25M. The position accounts for 0.02% of the portfolio, ranked #786.

Kestra Advisory Services first reported a position in SYY in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.08M in Q2 2022. 900 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Kestra Advisory Services held 80,158 shares of Sysco worth $6.25M as of Q3 2026.
  • Kestra Advisory Services bought 9,531 Sysco shares in Q3 2026, an estimated $783K.
  • Sysco made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #786 holding.
  • Kestra Advisory Services first reported a position in Sysco in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Sysco position peaked at $7.08M in Q2 2022.
  • 900 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.