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Compass Ion Advisors’s Sysco SYY Stock Holding History

Compass Ion 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
Q1 		$281K Hold
3,946
– – 0.03% 227
2025
Q4 		$291K Sell
3,946
-3
-0.1% -$228 0.03% 222
2025
Q3 		$325K Buy
3,949
+11
+0.3% +$880 0.03% 215
2025
Q2 		$298K Sell
3,938
-400
-9% -$29K 0.03% 214
2025
Q1 		$325K Sell
4,338
-593
-12% -$43.5K 0.04% 200
2024
Q4 		$377K Hold
4,931
– – 0.04% 189
2024
Q3 		$385K Sell
4,931
-20
-0.4% -$1.5K 0.05% 188
2024
Q2 		$402K Hold
4,951
– – 0.06% 160
2024
Q1 		$402K Buy
4,951
+35
+0.7% +$2.76K 0.06% 160
2023
Q4 		$359K Buy
4,916
+376
+8% +$26K 0.06% 166
2023
Q3 		$300K Buy
+4,540
New +$326K 0.05% 185

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 $95.5B AUM 28.4% 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

Compass Ion Advisors's SYY Position: Q1 2026 in Review

Compass Ion Advisors held its Sysco (SYY) position steady in Q1 2026 at 3,946 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #227.

Compass Ion Advisors first reported a position in SYY in Q3 2023 and has held it in 11 quarters since. The position peaked at $402K in Q2 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Compass Ion Advisors held 3,946 shares of Sysco worth $281K as of Q1 2026.
  • Compass Ion Advisors left its Sysco share count unchanged in Q1 2026.
  • Sysco made up 0.03% of Compass Ion Advisors's portfolio in Q1 2026, its #227 holding.
  • Compass Ion Advisors first reported a position in Sysco in Q3 2023 and has held it in 11 quarters since.
  • Compass Ion Advisors's Sysco position peaked at $402K in Q2 2024.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.