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Cypress Wealth Services’s Sysco SYY Stock Holding History

Cypress Wealth Services’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 		$432K Sell
5,163
-103
-2% -$7.8K 0.05% 267
2026
Q1 		$376K Sell
5,266
-251
-5% -$20.7K 0.05% 265
2025
Q4 		$407K Buy
5,517
+1,594
+41% +$121K 0.06% 236
2025
Q3 		$323K Buy
3,923
+36
+0.9% +$2.88K 0.05% 239
2025
Q2 		$294K Buy
+3,887
New +$282K 0.05% 238
2021
Q2 		– Sell
-2,834
Closed -$223K – 305
2021
Q1 		$223K Hold
2,834
– – 0.05% 264
2020
Q4 		$210K Buy
+2,834
New +$195K 0.05% 268
2020
Q1 		– Sell
-2,900
Closed -$248K – 273
2019
Q4 		$248K Sell
2,900
-120
-4% -$9.72K 0.06% 213
2019
Q3 		$240K Sell
3,020
-323
-10% -$23.7K 0.07% 213
2019
Q2 		$236K Hold
3,343
– – 0.07% 221
2019
Q1 		$223K Sell
3,343
-14
-0.4% -$911 0.07% 221
2018
Q4 		$210K Buy
3,357
+23
+0.7% +$1.55K 0.08% 192
2018
Q3 		$244K Hold
3,334
– – 0.09% 187
2018
Q2 		$228K Hold
3,334
– – 0.09% 195
2018
Q1 		$200K Hold
3,334
– – 0.09% 181
2017
Q4 		$202K Buy
+3,334
New +$189K 0.08% 193

Other funds holding SYY

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cypress Wealth Services's SYY Position: Q2 2026 in Review

Cypress Wealth Services reduced its Sysco (SYY) stake by 2% in Q2 2026, selling an estimated $7.8K and leaving 5,163 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #267.

Cypress Wealth Services first reported a position in SYY in Q4 2017 and has held it in 16 quarters since. 378 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Cypress Wealth Services held 5,163 shares of Sysco worth $432K as of Q2 2026.
  • Cypress Wealth Services sold 103 Sysco shares in Q2 2026, an estimated $7.8K.
  • Sysco made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #267 holding.
  • Cypress Wealth Services first reported a position in Sysco in Q4 2017 and has held it in 16 quarters since.
  • 378 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.