Krilogy Financial
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Krilogy Financial’s Sysco SYY Stock Holding History

Krilogy Financial’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 		$4.93M Sell
62,642
-1,502
-2% -$123K 0.13% 119
2026
Q2 		$5.36M Buy
64,144
+1,934
+3% +$146K 0.16% 105
2026
Q1 		$4.61M Buy
62,210
+5,006
+9% +$414K 0.15% 118
2025
Q4 		$4.33M Buy
57,204
+14,769
+35% +$1.12M 0.15% 115
2025
Q3 		$3.11M Buy
42,435
+16,807
+66% +$1.34M 0.12% 141
2025
Q2 		$1.94M Sell
25,628
-358
-1% -$26K 0.11% 140
2025
Q1 		$1.95M Buy
25,986
+1,951
+8% +$143K 0.13% 128
2024
Q4 		$1.84M Buy
24,035
+5,316
+28% +$407K 0.12% 127
2024
Q3 		$1.46M Buy
18,719
+4,695
+33% +$353K 0.1% 142
2024
Q2 		$1M Buy
14,024
+2,689
+24% +$201K 0.07% 163
2024
Q1 		$920K Sell
11,335
-599
-5% -$47.2K 0.07% 169
2023
Q4 		$873K Sell
11,934
-417
-3% -$28.8K 0.07% 157
2023
Q3 		$816K Buy
+12,351
New +$887K 0.07% 158
2023
Q2 		– Sell
-6,400
Closed -$494K – 369
2023
Q1 		$494K Buy
+6,400
New +$491K 0.04% 268
2018
Q4 		– Sell
-12
Closed -$1K – 608
2018
Q3 		$1K Buy
+12
New +$865 ﹤0.01% 788
2017
Q4 		– Sell
-289
Closed -$16K – 835
2017
Q3 		$16K Buy
289
+114
+65% +$5.93K ﹤0.01% 517
2017
Q2 		$9K Hold
175
– – ﹤0.01% 548
2017
Q1 		$10K Hold
175
– – ﹤0.01% 516
2016
Q4 		$10K Hold
175
– – ﹤0.01% 516
2016
Q3 		$9K Hold
175
– – ﹤0.01% 540
2016
Q2 		$9K Hold
175
– – ﹤0.01% 545
2016
Q1 		$8K Hold
175
– – ﹤0.01% 492
2015
Q4 		$7K Hold
175
– – 0.01% 295
2015
Q3 		$7K Buy
+175
New +$6.68K ﹤0.01% 433

Other funds holding SYY

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GEM Asset Management
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Krilogy Financial's SYY Position: Q3 2026 in Review

Krilogy Financial reduced its Sysco (SYY) stake by 2.3% in Q3 2026, selling an estimated $123K and leaving 62,642 shares worth $4.93M. The position accounts for 0.13% of the portfolio, ranked #119.

Krilogy Financial first reported a position in SYY in Q3 2015 and has held it in 24 quarters since. The position peaked at $5.36M in Q2 2026. 466 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Krilogy Financial held 62,642 shares of Sysco worth $4.93M as of Q3 2026.
  • Krilogy Financial sold 1,502 Sysco shares in Q3 2026, an estimated $123K.
  • Sysco made up 0.13% of Krilogy Financial's portfolio in Q3 2026, its #119 holding.
  • Krilogy Financial first reported a position in Sysco in Q3 2015 and has held it in 24 quarters since.
  • Krilogy Financial's Sysco position peaked at $5.36M in Q2 2026.
  • 466 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.