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Copperleaf Capital’s Sysco SYY Stock Holding History

Copperleaf Capital’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 		$291K Buy
+3,533
New +$283K 0.14% 97

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperleaf Capital's SYY Position: Q3 2025 in Review

Copperleaf Capital opened a new position in Sysco (SYY) in Q3 2025: 3,533 shares worth $291K. The stake represents 0.14% of the portfolio and ranks #97 among its holdings.

1,551 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Copperleaf Capital held 3,533 shares of Sysco worth $291K as of Q3 2025.
  • Sysco was a new Copperleaf Capital position in Q3 2025.
  • Sysco made up 0.14% of Copperleaf Capital's portfolio in Q3 2025, its #97 holding.
  • 1,551 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.