OneAscent Financial Services LLC SYY — SYSCO CORP

Ownership history in OneAscent Financial Services LLC  ·  19 quarters on record

AI Ownership Summary

OneAscent Financial Services LLC reported SYSCO CORP (SYY) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2024 Q3. The latest visible filing shows SYY at 0.03% 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 OneAscent Financial Services 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
2026 Q1

SYY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q3

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 2026 Q1

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.

SYY stock page OneAscent Financial Services LLC fund profile OneAscent Financial Services LLC full holdings
How OneAscent Financial Services 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,952 +1,047 +17.7% 0.03% $496K 2026-04-21 $74.79
2025 Q3 REDUCED 18.0% -9.0% ✅ 5,905 -1,299 -18.0% 0.07% $486K 2025-10-22 $77.44
2025 Q2 REDUCED 41.9% +8.8% ❌ 7,204 -5,198 -41.9% 0.04% $555K 2025-08-12 $79.04
2025 Q1 ADDED — — — 12,402 +6,220 +100.6% 0.06% $934K 2025-05-05 $68.66
2024 Q4 ADDED — — — 6,182 +138 +2.3% 0.04% $473K 2025-02-12 $67.79
2024 Q3 REDUCED 27.0% -1.5% ✅ 6,044 -2,240 -27.0% 0.34% $472K 2024-11-07 $73.72
2024 Q1 REDUCED 23.6% -13.4% ✅ 8,284 -2,556 -23.6% 0.07% $673K 2024-04-16 $71.71
2023 Q4 ADDED — — — 10,840 +3,696 +51.7% 0.10% $793K 2024-01-11 $70.90
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SYY

As of 2026 Q1 — sorted by position size

GEM Asset Management, LLC 3Y 13.0% Clark & Stuart, Inc 4.45% SHAYNE & JACOBS, LLC 3Y 7Y 3.62% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.47% Sicart Associates LLC 3Y 7Y 2.1% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.74% Allied Investment Advisors, LLC 3Y 7Y 1.66% Bull Street Advisors, LLC 3Y 1.59% RWC Asset Management LLP 3Y 7Y 1.52% Steigerwald, Gordon & Koch Inc. 3Y 7Y 1.41%

FAQ About OneAscent Financial Services 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 OneAscent Financial Services LLC reported owning SYY?

OneAscent Financial Services LLC reported SYY across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SYY position in OneAscent Financial Services LLC's portfolio?

The largest reported portfolio weight for SYY was 0.34% in 2024 Q3.

What is the latest reported SYY position on this page?

The most recent filing on this page is 2026 Q1, when OneAscent Financial Services LLC reported 6,952 shares, equal to 0.03% of portfolio, with an estimated market value of $496K.

What does the chart on this SYY ownership page compare?

The chart compares OneAscent Financial Services 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 OneAscent Financial Services LLC time their SYY position?

Based on 13F filing dates vs. subsequent SYY price moves, OneAscent Financial Services LLC correctly timed 14 out of 18 reported position changes (78%). The annualised alpha on SYY relative to SPY over the holding period was -11.1%.

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