Compass Ion Advisors
SYY icon

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
Q3 		$307K Hold
3,939
– – 0.03% 239
2026
Q2 		$329K Sell
3,939
-7
-0.2% -$530 0.03% 235
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GEM Asset Management
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Compass Ion Advisors's SYY Position: Q3 2026 in Review

Compass Ion Advisors held its Sysco (SYY) position steady in Q3 2026 at 3,939 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #239.

Compass Ion Advisors first reported a position in SYY in Q3 2023 and has held it in 13 quarters since. The position peaked at $402K in Q2 2024. 425 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Compass Ion Advisors held 3,939 shares of Sysco worth $307K as of Q3 2026.
  • Compass Ion Advisors left its Sysco share count unchanged in Q3 2026.
  • Sysco made up 0.03% of Compass Ion Advisors's portfolio in Q3 2026, its #239 holding.
  • Compass Ion Advisors first reported a position in Sysco in Q3 2023 and has held it in 13 quarters since.
  • Compass Ion Advisors's Sysco position peaked at $402K in Q2 2024.
  • 425 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.