CAS
SYY icon

Coppell Advisory Solutions’s Sysco SYY Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-224
Closed -$17.1K – 1678
2024
Q4 		$17.1K Buy
224
+31
+16% +$2.37K ﹤0.01% 929
2024
Q3 		$15K Buy
193
+70
+57% +$5.26K ﹤0.01% 965
2024
Q2 		$8.8K Buy
+123
New +$9.19K ﹤0.01% 1049
2023
Q4 		$7.75K Sell
106
-24
-18% -$1.66K ﹤0.01% 997
2023
Q3 		$9.97K Buy
130
+53
+69% +$3.81K ﹤0.01% 608
2023
Q2 		$5.64K Buy
+77
New +$5.69K ﹤0.01% 830
2023
Q1 		– Sell
-130
Closed -$9.97K – 963
2022
Q4 		$9.97K Buy
+130
New +$10.5K ﹤0.01% 614

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coppell Advisory Solutions's SYY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Sysco (SYY) in Q1 2025, closing a stake of 224 shares — an estimated $17.1K sold.

Coppell Advisory Solutions first reported a position in SYY in Q4 2022 and held it in 7 quarters. The position peaked at $17.1K in Q4 2024. 1,522 funds tracked by Wall St. Rank hold SYY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Sysco position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 224 Sysco shares in Q1 2025, an estimated $17.1K.
  • Coppell Advisory Solutions first reported a position in Sysco in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Sysco position peaked at $17.1K in Q4 2024.
  • 1,522 funds tracked by Wall St. Rank held Sysco as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.