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Wedmont Private Capital’s Sysco SYY Stock Holding History

Wedmont Private Capital’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 		$777K Buy
9,933
+2,065
+26% +$170K 0.02% 457
2026
Q2 		$660K Buy
7,868
+758
+11% +$57.4K 0.02% 470
2026
Q1 		$534K Buy
7,110
+877
+14% +$72.5K 0.02% 475
2025
Q4 		$450K Sell
6,233
-1,088
-15% -$82.8K 0.02% 517
2025
Q3 		$585K Buy
7,321
+1,483
+25% +$119K 0.02% 413
2025
Q2 		$446K Sell
5,838
-463
-7% -$33.6K 0.02% 462
2025
Q1 		$444K Sell
6,301
-632
-9% -$46.3K 0.02% 414
2024
Q4 		$510K Buy
6,933
+1,123
+19% +$86K 0.03% 370
2024
Q3 		$434K Sell
5,810
-619
-10% -$46.5K 0.02% 404
2024
Q2 		$464K Buy
6,429
+1,807
+39% +$135K 0.03% 361
2024
Q1 		$358K Buy
4,622
+210
+5% +$16.5K 0.03% 403
2023
Q4 		$334K Buy
+4,412
New +$305K 0.03% 395
2023
Q2 		– Sell
-3,381
Closed -$263K – 521
2023
Q1 		$263K Buy
+3,381
New +$259K 0.03% 373
2022
Q3 		– Sell
-3,599
Closed -$305K – 400
2022
Q2 		$305K Buy
3,599
+522
+17% +$43.7K 0.07% 230
2022
Q1 		$255K Buy
+3,077
New +$249K 0.06% 263

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wedmont Private Capital's SYY Position: Q3 2026 in Review

Wedmont Private Capital increased its Sysco (SYY) stake by 26% in Q3 2026, buying an estimated $170K and bringing the position to 9,933 shares worth $777K. The position accounts for 0.02% of the portfolio, ranked #457.

Wedmont Private Capital first reported a position in SYY in Q1 2022 and has held it in 15 quarters since. 107 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Wedmont Private Capital held 9,933 shares of Sysco worth $777K as of Q3 2026.
  • Wedmont Private Capital bought 2,065 Sysco shares in Q3 2026, an estimated $170K.
  • Sysco made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #457 holding.
  • Wedmont Private Capital first reported a position in Sysco in Q1 2022 and has held it in 15 quarters since.
  • 107 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.