CPA Asset Management’s Sysco SYY Stock Holding History

CPA Asset 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	–	Sell	-3,400	Closed	-$243K	–	102
2026 Q1	$243K	Hold	3,400	–	–	0.08%	90
2025 Q4	$251K	Sell	3,400 -5,901	-63%	-$449K	0.09%	94
2025 Q3	$766K	Sell	9,301 -4,086	-31%	-$327K	0.3%	45
2025 Q2	$1.01M	Sell	13,387 -908	-6%	-$65.9K	0.43%	38
2025 Q1	$1.07M	Sell	14,295 -3,176	-18%	-$233K	0.47%	38
2024 Q4	$1.34M	Sell	17,471 -6,355	-27%	-$486K	0.62%	29
2024 Q3	$1.86M	Hold	23,826	–	–	0.9%	23
2024 Q2	$1.7M	Sell	23,826 -3,631	-13%	-$271K	0.91%	22
2024 Q1	$2.23M	Hold	27,457	–	–	1.25%	20
2023 Q4	$2.01M	Hold	27,457	–	–	1.22%	18
2023 Q3	$1.81M	Hold	27,457	–	–	1.27%	19
2023 Q2	$2.04M	Hold	27,457	–	–	1.46%	16
2023 Q1	$2.12M	Hold	27,457	–	–	1.58%	15
2022 Q4	$2.1M	Buy	+27,457	New	+$2.22M	1.6%	16

Other funds holding SYY

MMA

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

CPA Asset Management's SYY Position: Q2 2026 in Review

CPA Asset Management sold out of Sysco (SYY) in Q2 2026, closing a stake of 3,400 shares — an estimated $243K sold.

CPA Asset Management first reported a position in SYY in Q4 2022 and held it in 14 quarters. The position peaked at $2.23M in Q1 2024. 702 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

CPA Asset Management reported no remaining Sysco position as of Q2 2026 after selling out during the quarter.
CPA Asset Management sold 3,400 Sysco shares in Q2 2026, an estimated $243K.
CPA Asset Management first reported a position in Sysco in Q4 2022 and held it in 14 quarters.
CPA Asset Management's Sysco position peaked at $2.23M in Q1 2024.
702 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.