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 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

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 Wealth Management's SYY Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Sysco (SYY) in Q2 2026: 4,665 shares worth $390K. The stake represents 0.07% of the portfolio and ranks #133 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in SYY as recently as Q3 2025.

Compass Wealth Management first reported a position in SYY in Q4 2022 and has held it in 13 quarters since. The position peaked at $782K in Q4 2022. 1,639 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Compass Wealth Management held 4,665 shares of Sysco worth $390K as of Q2 2026.
Sysco was a new Compass Wealth Management position in Q2 2026.
Sysco made up 0.07% of Compass Wealth Management's portfolio in Q2 2026, its #133 holding.
Compass Wealth Management first reported a position in Sysco in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's Sysco position peaked at $782K in Q4 2022.
1,639 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.