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SYSCO Corporation shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of SYSCO Corporation (SYY) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in SYSCO Corporation

Tip: Access up to 7 years of quarterly data

All positions including SYSCO Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SYSCO Corporation by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 3.4k 82.82
2025-03-31 $7.9M 106k 75.04
2024-12-31 $7.4M 102k 72.31
2024-09-30 $7.9M 102k 78.06
2024-06-30 $7.2M 101k 71.39
2024-03-31 $8.2M 102k 81.18
2023-12-31 $7.1M 97k 73.13
2023-09-30 $6.7M 99k 67.56
2023-06-30 $7.8M 105k 74.20
2023-03-31 $8.3M 108k 77.23
2022-12-31 $8.2M 107k 76.45
2022-09-30 $8.9M 107k 83.75
2022-06-30 $9.2M 105k 87.86
2022-03-31 $8.6M 105k 81.65
2021-12-31 $9.6M 119k 80.88
2021-09-30 $9.0M 114k 78.50
2021-06-30 $8.8M 114k 77.75
2021-03-31 $8.4M 113k 74.26
2020-12-31 $7.1M 114k 62.22
2020-09-30 $6.5M 115k 57.09
2020-06-30 $6.1M 115k 53.11
2017-12-31 $3.5M 58k 60.73
2017-09-30 $3.2M 60k 53.95
2017-06-30 $4.7M 93k 50.33
2017-03-31 $4.9M 95k 51.92
2016-12-31 $5.0M 90k 55.37
2016-09-30 $4.9M 101k 49.01
2016-06-30 $6.1M 120k 50.74
2016-03-31 $5.8M 125k 46.73
2015-12-31 $5.0M 123k 41.00
2015-09-30 $4.4M 113k 38.97
2015-06-30 $4.1M 113k 36.09
2015-03-31 $4.1M 112k 36.85
2014-12-31 $4.3M 108k 39.69

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding SYSCO Corporation

Vanguard Group
BlackRock
State Street Corporation
Capital Research Global Investors
Invesco
Geode Capital Management
Robeco Investment Management
Harris Associates L.P
Diamond Hill Capital Management
Morgan Stanley
Northern Trust
Longview Partners
Ubs Global Asset Management Americas
Bank of New York Mellon
Wellington Management Company

View all funds holding SYSCO Corporation