Core Wealth Partners’s Sysco SYY Stock Holding History

Core Wealth Partners’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	$859K	Sell	10,279 -635	-6%	-$48.1K	0.37%	67
2026 Q1	$778K	Buy	10,914 +32	+0.3%	+$2.65K	0.36%	68
2025 Q4	$802K	Buy	10,882 +28	+0.3%	+$2.13K	0.36%	62
2025 Q3	$894K	Buy	10,854 +30	+0.3%	+$2.4K	0.41%	55
2025 Q2	$820K	Buy	10,824 +31	+0.3%	+$2.25K	0.42%	59
2025 Q1	$810K	Buy	10,793 +29	+0.3%	+$2.13K	0.47%	54
2024 Q4	$823K	Buy	10,764 +29	+0.3%	+$2.22K	0.47%	53
2024 Q3	$838K	Buy	10,735 +31	+0.3%	+$2.33K	0.51%	54
2024 Q2	$764K	Buy	10,704 +3,936	+58%	+$294K	0.52%	44
2024 Q1	$549K	Buy	6,768 +27	+0.4%	+$2.13K	0.42%	52
2023 Q4	$493K	Buy	6,741 +33	+0.5%	+$2.28K	0.4%	54
2023 Q3	$443K	Buy	6,708 +2	+0%	+$144	0.4%	56
2023 Q2	$498K	Sell	6,706 -549	-8%	-$40.6K	0.46%	52
2023 Q1	$560K	Sell	7,255 -3,229	-31%	-$248K	0.56%	44
2022 Q4	$1.36M	Buy	+10,484	New	+$847K	1.53%	18

Other funds holding SYY

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Core Wealth Partners's SYY Position: Q2 2026 in Review

Core Wealth Partners reduced its Sysco (SYY) stake by 5.8% in Q2 2026, selling an estimated $48.1K and leaving 10,279 shares worth $859K. The position accounts for 0.37% of the portfolio, ranked #67.

Core Wealth Partners first reported a position in SYY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q4 2022. 466 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Core Wealth Partners held 10,279 shares of Sysco worth $859K as of Q2 2026.
Core Wealth Partners sold 635 Sysco shares in Q2 2026, an estimated $48.1K.
Sysco made up 0.37% of Core Wealth Partners's portfolio in Q2 2026, its #67 holding.
Core Wealth Partners first reported a position in Sysco in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Sysco position peaked at $1.36M in Q4 2022.
466 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.