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Cornerstone Planning Group’s Sysco SYY Stock Holding History

Cornerstone Planning 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
2026
Q2 		$12.3K Sell
150
-14
-9% -$1.06K ﹤0.01% 826
2026
Q1 		$11.9K Buy
164
+29
+21% +$2.4K ﹤0.01% 850
2025
Q4 		$11.3K Sell
135
-598
-82% -$45.5K ﹤0.01% 767
2025
Q3 		$222K Buy
733
+616
+526% +$49.3K 0.04% 128
2025
Q2 		$9.27K Sell
117
-24
-17% -$1.74K ﹤0.01% 576
2025
Q1 		$10.3K Buy
141
+35
+33% +$2.57K ﹤0.01% 561
2024
Q4 		$8.15K Buy
106
+5
+5% +$383 ﹤0.01% 473
2024
Q3 		$7.49K Sell
101
-21
-17% -$1.58K ﹤0.01% 476
2024
Q2 		$9.1K Sell
122
-11
-8% -$822 ﹤0.01% 460
2024
Q1 		$10K Hold
133
– – ﹤0.01% 406
2023
Q4 		$9.73K Hold
133
– – ﹤0.01% 434
2023
Q3 		$8.79K Buy
133
+19
+17% +$1.36K ﹤0.01% 453
2023
Q2 		$8.46K Buy
+114
New +$8.43K ﹤0.01% 730
2022
Q4 		$4.7K Buy
+61
New +$4.93K ﹤0.01% 924

Other funds holding SYY

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Cornerstone Planning Group's SYY Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Sysco (SYY) stake by 8.5% in Q2 2026, selling an estimated $1.06K and leaving 150 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Cornerstone Planning Group first reported a position in SYY in Q4 2022 and has held it in 14 quarters since. The position peaked at $222K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Cornerstone Planning Group held 150 shares of Sysco worth $12.3K as of Q2 2026.
  • Cornerstone Planning Group sold 14 Sysco shares in Q2 2026, an estimated $1.06K.
  • Sysco made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #826 holding.
  • Cornerstone Planning Group first reported a position in Sysco in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Sysco position peaked at $222K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.