SHFA
SYY icon

SC&H Financial Advisors’s Sysco SYY Stock Holding History

SC&H Financial 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
Q3 		$240K Hold
3,081
– – 0.03% 142
2026
Q2 		$258K Hold
3,081
– – 0.03% 143
2026
Q1 		$220K Hold
3,081
– – 0.03% 149
2025
Q4 		$227K Hold
3,081
– – 0.04% 150
2025
Q3 		$254K Hold
3,081
– – 0.04% 132
2025
Q2 		$233K Hold
3,081
– – 0.04% 140
2025
Q1 		$231K Hold
3,081
– – 0.05% 139
2024
Q4 		$236K Buy
3,081
+9
+0.3% +$689 0.05% 135
2024
Q3 		$240K Buy
3,072
+11
+0.4% +$827 0.05% 136
2024
Q2 		$219K Buy
3,061
+208
+7% +$15.5K 0.05% 136
2024
Q1 		$232K Buy
2,853
+9
+0.3% +$709 0.06% 131
2023
Q4 		$208K Buy
+2,844
New +$196K 0.06% 137
2023
Q3 		– Sell
-2,826
Closed -$210K – 135
2023
Q2 		$210K Sell
2,826
-8
-0.3% -$592 0.07% 128
2023
Q1 		$219K Buy
2,834
+25
+0.9% +$1.92K 0.08% 125
2022
Q4 		$215K Buy
+2,809
New +$227K 0.09% 123
2022
Q3 		– Sell
-2,795
Closed -$237K – 134
2022
Q2 		$237K Buy
2,795
+7
+0.3% +$586 0.11% 129
2022
Q1 		$228K Buy
2,788
+7
+0.3% +$566 0.11% 136
2021
Q4 		$218K Buy
+2,781
New +$214K 0.12% 146

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

SC&H Financial Advisors's SYY Position: Q3 2026 in Review

SC&H Financial Advisors held its Sysco (SYY) position steady in Q3 2026 at 3,081 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #142.

SC&H Financial Advisors first reported a position in SYY in Q4 2021 and has held it in 18 quarters since. The position peaked at $258K in Q2 2026. 157 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • SC&H Financial Advisors held 3,081 shares of Sysco worth $240K as of Q3 2026.
  • SC&H Financial Advisors left its Sysco share count unchanged in Q3 2026.
  • Sysco made up 0.03% of SC&H Financial Advisors's portfolio in Q3 2026, its #142 holding.
  • SC&H Financial Advisors first reported a position in Sysco in Q4 2021 and has held it in 18 quarters since.
  • SC&H Financial Advisors's Sysco position peaked at $258K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.