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Copley Financial Group’s Sysco SYY Stock Holding History

Copley Financial Group’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
Q3 		– Sell
-5,701
Closed -$432K – 126
2025
Q2 		$432K Sell
5,701
-379
-6% -$27.5K 0.32% 62
2025
Q1 		$456K Sell
6,080
-35
-0.6% -$2.57K 0.35% 65
2024
Q4 		$468K Sell
6,115
-28
-0.5% -$2.14K 0.36% 62
2024
Q3 		$480K Buy
+6,143
New +$462K 0.44% 58

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Copley Financial Group's SYY Position: Q3 2025 in Review

Copley Financial Group sold out of Sysco (SYY) in Q3 2025, closing a stake of 5,701 shares — an estimated $432K sold.

Copley Financial Group first reported a position in SYY in Q3 2024 and held it in 4 quarters. The position peaked at $480K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Copley Financial Group reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
  • Copley Financial Group sold 5,701 Sysco shares in Q3 2025, an estimated $432K.
  • Copley Financial Group first reported a position in Sysco in Q3 2024 and held it in 4 quarters.
  • Copley Financial Group's Sysco position peaked at $480K in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Copley Financial Group's 13F filing for Q3 2025, filed 18 Nov 2025.