Financial Engines Advisors
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Financial Engines Advisors’s Sysco SYY Stock Holding History

Financial Engines Advisors’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
-2,875
Closed -$237K – 560
2025
Q3 		$237K Buy
+2,875
New +$230K ﹤0.01% 507
2024
Q3 		– Sell
-7,410
Closed -$529K – 395
2024
Q2 		$529K Sell
7,410
-2,049
-22% -$153K ﹤0.01% 255
2024
Q1 		$768K Sell
9,459
-3,635
-28% -$286K ﹤0.01% 216
2023
Q4 		$958K Buy
13,094
+3,443
+36% +$238K ﹤0.01% 184
2023
Q3 		$637K Sell
9,651
-232
-2% -$16.7K ﹤0.01% 188
2023
Q2 		$733K Buy
9,883
+25
+0.3% +$1.85K ﹤0.01% 186
2023
Q1 		$761K Buy
9,858
+250
+3% +$19.2K ﹤0.01% 193
2022
Q4 		$735K Hold
9,608
– – ﹤0.01% 194
2022
Q3 		$679K Buy
9,608
+5,985
+165% +$498K ﹤0.01% 184
2022
Q2 		$308K Sell
3,623
-625
-15% -$52.4K ﹤0.01% 250
2022
Q1 		$349K Hold
4,248
– – ﹤0.01% 234
2021
Q4 		$334K Sell
4,248
-6
-0.1% -$462 ﹤0.01% 198
2021
Q3 		$335K Buy
+4,254
New +$324K ﹤0.01% 203

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors's SYY Position: Q4 2025 in Review

Financial Engines Advisors sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,875 shares — an estimated $237K sold.

Financial Engines Advisors first reported a position in SYY in Q3 2021 and held it in 13 quarters. The position peaked at $958K in Q4 2023. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

  • Financial Engines Advisors reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 2,875 Sysco shares in Q4 2025, an estimated $237K.
  • Financial Engines Advisors first reported a position in Sysco in Q3 2021 and held it in 13 quarters.
  • Financial Engines Advisors's Sysco position peaked at $958K in Q4 2023.
  • 1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

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