Carson Wealth (CWM LLC)
SYY icon

Carson Wealth (CWM LLC)’s Sysco SYY Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-189
Closed -$14K – 444
2013
Q4 		$14K Buy
+189
New +$6.39K ﹤0.01% 413

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SYY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sysco (SYY) stake by 4% in Q1 2026, selling an estimated $278K and leaving 80,362 shares worth $5.73M. The position accounts for 0.02% of the portfolio, ranked #746.

Carson Wealth (CWM LLC) first reported a position in SYY in Q3 2013 and has held it in 50 quarters since. The position peaked at $23.5M in Q1 2016. 1,563 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 80,362 shares of Sysco worth $5.73M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,365 Sysco shares in Q1 2026, an estimated $278K.
  • Sysco made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #746 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sysco in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Sysco position peaked at $23.5M in Q1 2016.
  • 1,563 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.