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CM Wealth Advisors’s Sysco SYY Stock Holding History

CM Wealth 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
2026
Q2 		$235K Hold
2,811
– – 0.04% 172
2026
Q1 		$201K Hold
2,811
– – 0.04% 142
2025
Q4 		$207K Buy
+2,811
New +$214K 0.05% 135
2024
Q2 		– Sell
-4,812
Closed -$365K – 166
2024
Q1 		$365K Buy
+4,812
New +$379K 0.1% 113

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

CM Wealth Advisors's SYY Position: Q2 2026 in Review

CM Wealth Advisors held its Sysco (SYY) position steady in Q2 2026 at 2,811 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #172.

CM Wealth Advisors first reported a position in SYY in Q1 2024 and has held it in 4 quarters since. The position peaked at $365K in Q1 2024. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • CM Wealth Advisors held 2,811 shares of Sysco worth $235K as of Q2 2026.
  • CM Wealth Advisors left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • CM Wealth Advisors first reported a position in Sysco in Q1 2024 and has held it in 4 quarters since.
  • CM Wealth Advisors's Sysco position peaked at $365K in Q1 2024.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.