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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
Q3 		$603K Sell
7,731
-33
-0.4% -$2.71K 0.03% 442
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% +$100K 0.06% 253
2023
Q3 		$538K Buy
8,139
+133
+2% +$9.6K 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
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
First Nebraska Trust
First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Cornerstone Wealth Management's SYY Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Sysco (SYY) stake by 0.43% in Q3 2026, selling an estimated $2.71K and leaving 7,731 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #442.

Cornerstone Wealth Management first reported a position in SYY in Q3 2016 and has held it in 30 quarters since. The position peaked at $745K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Cornerstone Wealth Management held 7,731 shares of Sysco worth $603K as of Q3 2026.
  • Cornerstone Wealth Management sold 33 Sysco shares in Q3 2026, an estimated $2.71K.
  • Sysco made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #442 holding.
  • Cornerstone Wealth Management first reported a position in Sysco in Q3 2016 and has held it in 30 quarters since.
  • Cornerstone Wealth Management's Sysco position peaked at $745K in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.