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Capstone Wealth Management (Alabama)’s Sysco SYY Stock Holding History

Capstone Wealth Management (Alabama)’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
2026
Q2 		$247K Buy
+2,955
New +$224K 0.11% 149

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s SYY Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Sysco (SYY) in Q2 2026: 2,955 shares worth $247K. The stake represents 0.11% of the portfolio and ranks #149 among its holdings.

702 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 2,955 shares of Sysco worth $247K as of Q2 2026.
  • Sysco was a new Capstone Wealth Management (Alabama) position in Q2 2026.
  • Sysco made up 0.11% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #149 holding.
  • 702 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.