Kathleen S. Wright Associates’s Sysco SYY Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$17K	Hold	206	–	–	0.01%	191
2025 Q2	$15.6K	Hold	206	–	–	0.01%	201
2025 Q1	$15.5K	Hold	206	–	–	0.01%	203
2024 Q4	$15.8K	Hold	206	–	–	0.01%	207
2024 Q3	$16.1K	Hold	206	–	–	0.01%	222
2024 Q2	$14.7K	Sell	206 -13	-6%	-$971	0.01%	179
2024 Q1	$17.8K	Sell	219 -6	-3%	-$473	0.01%	166
2023 Q4	$16.5K	Hold	225	–	–	0.01%	150
2023 Q3	$14.9K	Hold	225	–	–	0.01%	146
2023 Q2	$16.7K	Hold	225	–	–	0.01%	126
2023 Q1	$17.4K	Hold	225	–	–	0.01%	122
2022 Q4	$17K	Hold	225	–	–	0.01%	143
2022 Q3	$16K	Hold	225	–	–	0.01%	133
2022 Q2	$19K	Buy	+225	New	+$18.8K	0.02%	122

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kathleen S. Wright Associates's SYY Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Sysco (SYY) position steady in Q3 2025 at 206 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #191.

Kathleen S. Wright Associates first reported a position in SYY in Q2 2022 and has held it in 14 quarters since. The position peaked at $19K in Q2 2022. 1,551 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

Kathleen S. Wright Associates held 206 shares of Sysco worth $17K as of Q3 2025.
Kathleen S. Wright Associates left its Sysco share count unchanged in Q3 2025.
Sysco made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #191 holding.
Kathleen S. Wright Associates first reported a position in Sysco in Q2 2022 and has held it in 14 quarters since.
Kathleen S. Wright Associates's Sysco position peaked at $19K in Q2 2022.
1,551 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.