Compass Financial Management’s Sysco SYY Stock Holding History

Compass Financial Management’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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Compass Financial Management's SYY Position: Q2 2026 in Review

Compass Financial Management 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.

1,555 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Compass Financial Management held 7,689 shares of Sysco worth $637K as of Q2 2026.
Sysco was a new Compass Financial Management position in Q2 2026.
Sysco made up 0.08% of Compass Financial Management's portfolio in Q2 2026, its #237 holding.
1,555 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.