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Retirement Wealth Solutions’s Sysco SYY Stock Holding History

Retirement Wealth Solutions’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 		$4.76K Buy
61
+10
+20% +$822 ﹤0.01% 392
2026
Q2 		$4.25K Sell
51
-5
-9% -$379 ﹤0.01% 379
2026
Q1 		$3.96K Buy
56
+2
+4% +$165 ﹤0.01% 365
2025
Q4 		$3.99K Sell
54
-1
-2% -$76 ﹤0.01% 346
2025
Q3 		$4.52K Buy
55
+10
+22% +$800 ﹤0.01% 321
2025
Q2 		$3.38K Buy
45
+1
+2% +$73 ﹤0.01% 349
2025
Q1 		$3.32K Hold
44
– – ﹤0.01% 334
2024
Q4 		$3.24K Buy
+44
New +$3.37K ﹤0.01% 338

Other funds holding SYY

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Retirement Wealth Solutions's SYY Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Sysco (SYY) stake by 20% in Q3 2026, buying an estimated $822 and bringing the position to 61 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Retirement Wealth Solutions first reported a position in SYY in Q4 2024 and has held it in 8 quarters since. 75 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Retirement Wealth Solutions held 61 shares of Sysco worth $4.76K as of Q3 2026.
  • Retirement Wealth Solutions bought 10 Sysco shares in Q3 2026, an estimated $822.
  • Sysco made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #392 holding.
  • Retirement Wealth Solutions first reported a position in Sysco in Q4 2024 and has held it in 8 quarters since.
  • 75 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.