Compass Wealth Management’s Sysco SYY Stock Holding History

Compass Wealth 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 Q3	$364K	Hold	4,665	–	–	0.07%	139
2026 Q2	$390K	Buy	+4,665	New	+$353K	0.07%	133
2025 Q4	–	Sell	-4,665	Closed	-$384K	–	139
2025 Q3	$384K	Hold	4,665	–	–	0.09%	120
2025 Q2	$353K	Sell	4,665 -149	-3%	-$10.8K	0.08%	123
2025 Q1	$361K	Hold	4,814	–	–	0.09%	120
2024 Q4	$368K	Hold	4,814	–	–	0.09%	123
2024 Q3	$376K	Sell	4,814 -1,125	-19%	-$84.6K	0.09%	126
2024 Q2	$424K	Sell	5,939 -125	-2%	-$9.34K	0.1%	120
2024 Q1	$492K	Sell	6,064 -300	-5%	-$23.6K	0.12%	114
2023 Q4	$465K	Sell	6,364 -650	-9%	-$44.9K	0.13%	115
2023 Q3	$463K	Sell	7,014 -1,593	-19%	-$114K	0.15%	116
2023 Q2	$639K	Hold	8,607	–	–	0.19%	105
2023 Q1	$665K	Sell	8,607 -1,625	-16%	-$125K	0.21%	104
2022 Q4	$782K	Buy	+10,232	New	+$827K	0.26%	96

Other funds holding SYY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Compass Wealth Management's SYY Position: Q3 2026 in Review

Compass Wealth Management held its Sysco (SYY) position steady in Q3 2026 at 4,665 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #139.

Compass Wealth Management first reported a position in SYY in Q4 2022 and has held it in 14 quarters since. The position peaked at $782K in Q4 2022. 900 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

Compass Wealth Management held 4,665 shares of Sysco worth $364K as of Q3 2026.
Compass Wealth Management left its Sysco share count unchanged in Q3 2026.
Sysco made up 0.07% of Compass Wealth Management's portfolio in Q3 2026, its #139 holding.
Compass Wealth Management first reported a position in Sysco in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Sysco position peaked at $782K in Q4 2022.
900 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.