CWM
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Cornerstone Wealth Management’s Sysco SYY Stock Holding History

Cornerstone Wealth Management’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 		$649K Sell
7,764
-643
-8% -$48.7K 0.03% 430
2026
Q1 		$600K Buy
8,407
+1
+0% +$83 0.03% 405
2025
Q4 		$619K Buy
8,406
+101
+1% +$7.68K 0.03% 375
2025
Q3 		$684K Buy
8,305
+23
+0.3% +$1.84K 0.04% 347
2025
Q2 		$627K Sell
8,282
-1,461
-15% -$106K 0.04% 346
2025
Q1 		$731K Buy
9,743
+556
+6% +$40.8K 0.05% 304
2024
Q4 		$702K Sell
9,187
-353
-4% -$27K 0.05% 298
2024
Q3 		$745K Buy
9,540
+331
+4% +$24.9K 0.05% 265
2024
Q2 		$657K Buy
9,209
+766
+9% +$57.2K 0.05% 272
2024
Q1 		$685K Sell
8,443
-1,142
-12% -$90K 0.06% 265
2023
Q4 		$701K Buy
9,585
+1,446
+18% +$99.8K 0.06% 253
2023
Q3 		$538K Buy
8,139
+133
+2% +$9.56K 0.05% 286
2023
Q2 		$594K Buy
8,006
+1,148
+17% +$84.9K 0.05% 268
2023
Q1 		$530K Buy
+6,858
New +$526K 0.05% 278
2022
Q3 		$407K Buy
5,761
+312
+6% +$26K 0.05% 295
2022
Q2 		$462K Buy
5,449
+2,408
+79% +$202K 0.05% 276
2022
Q1 		$248K Sell
3,041
-267
-8% -$21.6K 0.02% 411
2021
Q4 		$259K Buy
3,308
+67
+2% +$5.16K 0.02% 428
2021
Q3 		$254K Buy
3,241
+17
+0.5% +$1.3K 0.03% 387
2021
Q2 		$251K Hold
3,224
– – 0.03% 402
2021
Q1 		$254K Sell
3,224
-1,616
-33% -$125K 0.03% 382
2020
Q4 		$359K Sell
4,840
-692
-13% -$47.6K 0.05% 301
2020
Q3 		$344K Buy
5,532
+1,265
+30% +$73.6K 0.05% 272
2020
Q2 		$233K Buy
+4,267
New +$224K 0.04% 328
2019
Q2 		– Sell
-1,687
Closed -$506K – 490
2019
Q1 		$506K Buy
+1,687
New +$110K 0.06% 275
2018
Q4 		– Sell
-61,796
Closed -$1.15M – 1051
2018
Q3 		$1.15M Sell
61,796
-44,862
-42% -$3.23M 0.01% 673
2018
Q2 		$1.57M Buy
+106,658
New +$6.81M 0.02% 613
2017
Q3 		– Sell
-7,000
Closed -$343K – 414
2017
Q2 		$343K Sell
7,000
-393
-5% -$21K 0.08% 251
2017
Q1 		$379K Buy
7,393
+776
+12% +$41.1K 0.09% 217
2016
Q4 		$364K Hold
6,617
– – 0.12% 165
2016
Q3 		$319K Buy
+6,617
New +$340K 0.12% 173

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

Cornerstone Wealth Management's SYY Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Sysco (SYY) stake by 7.6% in Q2 2026, selling an estimated $48.7K and leaving 7,764 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #430.

Cornerstone Wealth Management first reported a position in SYY in Q3 2016 and has held it in 31 quarters since. The position peaked at $1.57M in Q2 2018. 506 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Cornerstone Wealth Management held 7,764 shares of Sysco worth $649K as of Q2 2026.
  • Cornerstone Wealth Management sold 643 Sysco shares in Q2 2026, an estimated $48.7K.
  • Sysco made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Cornerstone Wealth Management first reported a position in Sysco in Q3 2016 and has held it in 31 quarters since.
  • Cornerstone Wealth Management's Sysco position peaked at $1.57M in Q2 2018.
  • 506 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.