Mattson Financial Services’s Sysco SYY Stock Holding History

Mattson Financial 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
2025 Q4	–	Sell	-2,730	Closed	-$225K	–	198
2025 Q3	$225K	Sell	2,730 -13,017	-83%	-$1.04M	0.05%	176
2025 Q2	$1.19M	Buy	15,747 +2,731	+21%	+$198K	0.32%	94
2025 Q1	$977K	Buy	13,016 +705	+6%	+$51.7K	0.29%	101
2024 Q4	$961K	Sell	12,311 -3,120	-20%	-$239K	0.31%	107
2024 Q3	$1.1M	Sell	15,431 -108	-0.7%	-$8.12K	0.39%	104
2024 Q2	$1.11M	Buy	+15,539	New	+$1.16M	0.4%	105

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mattson Financial Services's SYY Position: Q4 2025 in Review

Mattson Financial Services sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,730 shares — an estimated $225K sold.

Mattson Financial Services first reported a position in SYY in Q2 2024 and held it in 6 quarters. The position peaked at $1.19M in Q2 2025. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Mattson Financial Services reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Mattson Financial Services sold 2,730 Sysco shares in Q4 2025, an estimated $225K.
Mattson Financial Services first reported a position in Sysco in Q2 2024 and held it in 6 quarters.
Mattson Financial Services's Sysco position peaked at $1.19M in Q2 2025.
1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Mattson Financial Services's 13F filing for Q4 2025, filed 12 Feb 2026.