J. W. Coons Advisors, LLC SYY SYSCO CORP

Ownership history in J. W. Coons Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

J. W. Coons Advisors, LLC reported SYSCO CORP (SYY) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.83% in 2023 Q4. The latest visible filing shows SYY at 0.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SYY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. W. Coons Advisors, LLC's position in SYSCO CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

SYY was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J. W. Coons Advisors, LLC held SYY — position size vs. price
% of Fund (quarterly)    SYY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 41,494 0% 0.71% $3.1M 2025-08-14 (Est.) $79.48
2025 Q1 ADDED 41,494 +174 +0.4% 0.82% $3.1M 2025-05-06 $68.05
2024 Q4 UNCHANGED 41,320 0% 0.81% $3.2M 2025-02-04 $68.94
2024 Q3 REDUCED 41,320 -200 -0.5% 0.81% $3.2M 2024-11-07 $73.72
2024 Q2 REDUCED 41,520 -200 -0.5% 0.72% $3.0M 2024-07-30 $72.81
2024 Q1 UNCHANGED 41,720 0% 0.77% $3.4M 2024-05-08 $70.56
2023 Q4 UNCHANGED 41,720 0% 0.83% $3.1M 2024-02-12 $75.21
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About J. W. Coons Advisors, LLC and SYY

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. W. Coons Advisors, LLC reported owning SYY?

J. W. Coons Advisors, LLC reported SYY across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported SYY position in J. W. Coons Advisors, LLC's portfolio?

The largest reported portfolio weight for SYY was 0.83% in 2023 Q4.

What is the latest reported SYY position on this page?

The most recent filing on this page is 2025 Q2, when J. W. Coons Advisors, LLC reported 41,494 shares, equal to 0.71% of portfolio, with an estimated market value of $3.1M.

What does the chart on this SYY ownership page compare?

The chart compares J. W. Coons Advisors, LLC's quarterly SYY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did J. W. Coons Advisors, LLC time their SYY position?

Based on 13F filing dates vs. subsequent SYY price moves, J. W. Coons Advisors, LLC correctly timed 5 out of 16 reported position changes (31%). The annualised alpha on SYY relative to SPY over the holding period was -5.7%.

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