Capital Planning Advisors’s Sysco SYY Stock Holding History

Capital Planning Advisors’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	-3,749	Closed	-$281K	–	142
2025 Q1	$281K	Sell	3,749 -3	-0.1%	-$220	0.04%	122
2024 Q4	$287K	Buy	3,752 +21	+0.6%	+$1.61K	0.04%	121
2024 Q3	$291K	Hold	3,731	–	–	0.04%	117
2024 Q2	$266K	Sell	3,731 -174	-4%	-$13K	0.05%	122
2024 Q1	$317K	Buy	3,905 +200	+5%	+$15.8K	0.06%	115
2023 Q4	$271K	Sell	3,705 -121	-3%	-$8.35K	0.05%	117
2023 Q3	$253K	Sell	3,826 -529	-12%	-$38K	0.05%	111
2023 Q2	$323K	Buy	4,355 +436	+11%	+$32.2K	0.07%	109
2023 Q1	$303K	Sell	3,919 -89	-2%	-$6.83K	0.06%	104
2022 Q4	$306K	Sell	4,008 -203	-5%	-$16.4K	0.07%	100
2022 Q3	$298K	Sell	4,211 -65	-2%	-$5.41K	0.08%	99
2022 Q2	$362K	Sell	4,276 -761	-15%	-$63.7K	0.1%	98
2022 Q1	$411K	Sell	5,037 -473	-9%	-$38.2K	0.09%	114
2021 Q4	$433K	Hold	5,510	–	–	0.08%	112
2021 Q3	$433K	Hold	5,510	–	–	0.09%	109
2021 Q2	$428K	Hold	5,510	–	–	0.09%	113
2021 Q1	$434K	Hold	5,510	–	–	0.1%	105
2020 Q4	$409K	Buy	5,510 +468	+9%	+$32.2K	0.1%	106
2020 Q3	$314K	Sell	5,042 -13	-0.3%	-$756	0.09%	106
2020 Q2	$276K	Sell	5,055 -1,979	-28%	-$104K	0.08%	116
2020 Q1	$321K	Hold	7,034	–	–	0.12%	96
2019 Q4	$602K	Hold	7,034	–	–	0.16%	84
2019 Q3	$558K	Hold	7,034	–	–	0.16%	83
2019 Q2	$497K	Hold	7,034	–	–	0.15%	87
2019 Q1	$470K	Hold	7,034	–	–	0.14%	90
2018 Q4	$441K	Sell	7,034 -166	-2%	-$11.2K	0.16%	87
2018 Q3	$527K	Buy	+7,200	New	+$519K	0.17%	90
2018 Q2	–	Sell	-7,200	Closed	-$432K	–	119
2018 Q1	$432K	Sell	7,200 -400	-5%	-$24.2K	0.15%	98
2017 Q4	$462K	Hold	7,600	–	–	0.16%	98
2017 Q3	$410K	Sell	7,600 -1,000	-12%	-$52K	0.16%	96
2017 Q2	$433K	Sell	8,600 -4,660	-35%	-$249K	0.19%	88
2017 Q1	$688K	Hold	13,260	–	–	0.34%	62
2016 Q4	$734K	Sell	13,260 -400	-3%	-$20.8K	0.39%	56
2016 Q3	$669K	Sell	13,660 -200	-1%	-$10.3K	0.36%	60
2016 Q2	$703K	Hold	13,860	–	–	0.39%	52
2016 Q1	$648K	Hold	13,860	–	–	0.31%	56
2015 Q4	$568K	Buy	13,860 +1,800	+15%	+$73.8K	0.33%	63
2015 Q3	$470K	Buy	12,060 +13	+0.1%	+$496	0.31%	62
2015 Q2	$435K	Hold	12,047	–	–	0.26%	72
2015 Q1	$455K	Hold	12,047	–	–	0.32%	58
2014 Q4	$478K	Buy	+12,047	New	+$467K	0.42%	52

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 Planning Advisors's SYY Position: Q2 2025 in Review

Capital Planning Advisors sold out of Sysco (SYY) in Q2 2025, closing a stake of 3,749 shares — an estimated $281K sold.

Capital Planning Advisors first reported a position in SYY in Q4 2014 and held it in 41 quarters. The position peaked at $734K in Q4 2016. 1,508 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

Capital Planning Advisors reported no remaining Sysco position as of Q2 2025 after selling out during the quarter.
Capital Planning Advisors sold 3,749 Sysco shares in Q2 2025, an estimated $281K.
Capital Planning Advisors first reported a position in Sysco in Q4 2014 and held it in 41 quarters.
Capital Planning Advisors's Sysco position peaked at $734K in Q4 2016.
1,508 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Capital Planning Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.