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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Wealth Management's SYY Position: Q4 2025 in Review

Compass Wealth Management sold out of Sysco (SYY) in Q4 2025, closing a stake of 4,665 shares — an estimated $384K sold.

Compass Wealth Management first reported a position in SYY in Q4 2022 and held it in 12 quarters. The position peaked at $782K in Q4 2022. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Compass Wealth Management reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 4,665 Sysco shares in Q4 2025, an estimated $384K.
Compass Wealth Management first reported a position in Sysco in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's Sysco position peaked at $782K in Q4 2022.
1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.