Capital A Wealth Management’s Sysco SYY Stock Holding History

Capital A Wealth Management’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
2025 Q2	–	Sell	-442	Closed	-$33.2K	–	795
2025 Q1	$33.2K	Sell	442 -2	-0.5%	-$147	0.03%	182
2024 Q4	$33.9K	Buy	+444	New	+$34K	0.06%	182

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's SYY Position: Q2 2025 in Review

Capital A Wealth Management sold out of Sysco (SYY) in Q2 2025, closing a stake of 442 shares — an estimated $33.2K sold.

Capital A Wealth Management first reported a position in SYY in Q4 2024 and held it in 2 quarters. The position peaked at $33.9K in Q4 2024. 1,508 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

Capital A Wealth Management reported no remaining Sysco position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 442 Sysco shares in Q2 2025, an estimated $33.2K.
Capital A Wealth Management first reported a position in Sysco in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Sysco position peaked at $33.9K in Q4 2024.
1,508 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.