Kagan Cocozza Asset Management’s Sysco SYY Stock Holding History

Kagan Cocozza 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 Q3	$630K	Sell	8,081 -119	-1%	-$9.8K	0.39%	42
2026 Q2	$685K	Buy	8,200 +254	+3%	+$19.2K	0.43%	39
2026 Q1	$567K	Sell	7,946 -572	-7%	-$47.3K	0.4%	43
2025 Q4	$628K	Sell	8,518 -230	-3%	-$17.5K	0.45%	39
2025 Q3	$720K	Sell	8,748 -514	-6%	-$41.1K	0.55%	34
2025 Q2	$701K	Buy	9,262 +262	+3%	+$19K	0.54%	37
2025 Q1	$675K	Sell	9,000 -141	-2%	-$10.3K	0.55%	38
2024 Q4	$699K	Buy	+9,141	New	+$700K	0.58%	38

Other funds holding SYY

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Kagan Cocozza Asset Management's SYY Position: Q3 2026 in Review

Kagan Cocozza Asset Management reduced its Sysco (SYY) stake by 1.5% in Q3 2026, selling an estimated $9.8K and leaving 8,081 shares worth $630K. The position accounts for 0.39% of the portfolio, ranked #42.

Kagan Cocozza Asset Management first reported a position in SYY in Q4 2024 and has held it in 8 quarters since. The position peaked at $720K in Q3 2025. 425 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

Kagan Cocozza Asset Management held 8,081 shares of Sysco worth $630K as of Q3 2026.
Kagan Cocozza Asset Management sold 119 Sysco shares in Q3 2026, an estimated $9.8K.
Sysco made up 0.39% of Kagan Cocozza Asset Management's portfolio in Q3 2026, its #42 holding.
Kagan Cocozza Asset Management first reported a position in Sysco in Q4 2024 and has held it in 8 quarters since.
Kagan Cocozza Asset Management's Sysco position peaked at $720K in Q3 2025.
425 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.