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COMPASS FINANCIAL MANAGEMENT LLC’s Sysco SYY Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026
Q2 		$637K Buy
+7,689
New +$582K 0.08% 237

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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 $717B AUM 35.42% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SYY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Sysco (SYY) in Q2 2026: 7,689 shares worth $637K. The stake represents 0.08% of the portfolio and ranks #237 among its holdings.

1,242 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 7,689 shares of Sysco worth $637K as of Q2 2026.
  • Sysco was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Sysco made up 0.08% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #237 holding.
  • 1,242 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.