Cobblestone Capital Advisors’s Sysco SYY Stock Holding History

Cobblestone Capital 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 Q3	$206K	Buy	+2,500	New	+$200K	0.01%	292
2025 Q1	–	Sell	-4,165	Closed	-$318K	–	305
2024 Q4	$318K	Sell	4,165 -6	-0.1%	-$459	0.02%	231
2024 Q3	$326K	Buy	4,171 +6	+0.1%	+$451	0.02%	229
2024 Q2	$297K	Buy	4,165 +65	+2%	+$4.86K	0.02%	228
2024 Q1	$333K	Hold	4,100	–	–	0.02%	220
2023 Q4	$300K	Sell	4,100 -40	-1%	-$2.76K	0.02%	222
2023 Q3	$273K	Buy	4,140 +800	+24%	+$57.5K	0.02%	220
2023 Q2	$248K	Hold	3,340	–	–	0.02%	238
2023 Q1	$258K	Hold	3,340	–	–	0.02%	230
2022 Q4	$255K	Sell	3,340 -230	-6%	-$18.6K	0.02%	231
2022 Q3	$252K	Hold	3,570	–	–	0.02%	215
2022 Q2	$302K	Buy	3,570 +976	+38%	+$81.8K	0.02%	204
2022 Q1	$212K	Hold	2,594	–	–	0.01%	244
2021 Q4	$204K	Buy	+2,594	New	+$200K	0.01%	251

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return