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Summit Financial Wealth Advisors’s Sysco SYY Stock Holding History

Summit Financial Wealth 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 		$263K Buy
3,152
+333
+12% +$25.2K 0.03% 186
2026
Q1 		$201K Buy
2,819
+84
+3% +$6.94K 0.03% 189
2025
Q4 		$202K Sell
2,735
-619
-18% -$47.1K 0.03% 190
2025
Q3 		$278K Sell
3,354
-941
-22% -$75.3K 0.04% 145
2025
Q2 		$325K Sell
4,295
-101,515
-96% -$7.37M 0.06% 122
2025
Q1 		$7.94M Buy
105,810
+3,783
+4% +$277K 1.58% 22
2024
Q4 		$7.38M Buy
102,027
+253
+0.2% +$19.4K 1.44% 23
2024
Q3 		$7.94M Buy
101,774
+651
+0.6% +$48.9K 1.49% 24
2024
Q2 		$7.22M Sell
101,123
-372
-0.4% -$27.8K 1.46% 23
2024
Q1 		$8.24M Buy
101,495
+4,093
+4% +$323K 1.67% 21
2023
Q4 		$7.12M Sell
97,402
-1,413
-1% -$97.5K 1.62% 23
2023
Q3 		$6.68M Sell
98,815
-5,999
-6% -$431K 1.64% 22
2023
Q2 		$7.78M Sell
104,814
-2,803
-3% -$207K 1.8% 20
2023
Q1 		$8.31M Buy
107,617
+823
+0.8% +$63.2K 1.97% 15
2022
Q4 		$8.16M Buy
106,794
+134
+0.1% +$10.8K 1.97% 16
2022
Q3 		$8.93M Buy
106,660
+1,896
+2% +$158K 2.57% 13
2022
Q2 		$9.21M Sell
104,764
-484
-0.5% -$40.5K 2.2% 13
2022
Q1 		$8.59M Sell
105,248
-13,348
-11% -$1.08M 1.74% 20
2021
Q4 		$9.59M Buy
118,596
+4,585
+4% +$353K 1.86% 13
2021
Q3 		$8.95M Buy
114,011
+231
+0.2% +$17.6K 2.03% 12
2021
Q2 		$8.85M Buy
113,780
+622
+0.5% +$50.2K 2% 13
2021
Q1 		$8.4M Sell
113,158
-929
-0.8% -$72K 2.14% 11
2020
Q4 		$7.1M Sell
114,087
-365
-0.3% -$25.1K 1.94% 14
2020
Q3 		$6.53M Sell
114,452
-154
-0.1% -$8.96K 1.74% 18
2020
Q2 		$6.09M Buy
+114,606
New +$6.03M 1.62% 18
2018
Q1 		– Sell
-57,966
Closed -$3.52M – 155
2017
Q4 		$3.52M Sell
57,966
-2,108
-4% -$119K 1.21% 22
2017
Q3 		$3.24M Sell
60,074
-32,577
-35% -$1.7M 1.18% 24
2017
Q2 		$4.66M Sell
92,651
-2,681
-3% -$143K 1.84% 10
2017
Q1 		$4.95M Buy
95,332
+5,532
+6% +$293K 2.16% 6
2016
Q4 		$4.97M Sell
89,800
-11,005
-11% -$572K 2.19% 6
2016
Q3 		$4.94M Sell
100,805
-18,775
-16% -$964K 2.14% 6
2016
Q2 		$6.07M Sell
119,580
-5,035
-4% -$244K 2.53% 9
2016
Q1 		$5.82M Buy
124,615
+1,825
+1% +$78.7K 2.55% 9
2015
Q4 		$5.03M Buy
122,790
+9,615
+8% +$394K 2.3% 10
2015
Q3 		$4.41M Sell
113,175
-55
-0% -$2.1K 2.85% 9
2015
Q2 		$4.09M Buy
113,230
+1,655
+1% +$61.9K 2.53% 14
2015
Q1 		$4.11M Buy
111,575
+3,425
+3% +$135K 2.78% 14
2014
Q4 		$4.29M Buy
+108,150
New +$4.19M 2.98% 13

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Wealth Advisors's SYY Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Sysco (SYY) stake by 12% in Q2 2026, buying an estimated $25.2K and bringing the position to 3,152 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #186.

Summit Financial Wealth Advisors first reported a position in SYY in Q4 2014 and has held it in 38 quarters since. The position peaked at $9.59M in Q4 2021. 294 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Summit Financial Wealth Advisors held 3,152 shares of Sysco worth $263K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 333 Sysco shares in Q2 2026, an estimated $25.2K.
  • Sysco made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Summit Financial Wealth Advisors first reported a position in Sysco in Q4 2014 and has held it in 38 quarters since.
  • Summit Financial Wealth Advisors's Sysco position peaked at $9.59M in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.