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Lifeworks Advisors’s Sysco SYY Stock Holding History

Lifeworks 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
2026
Q2 		$653K Buy
7,815
+3,488
+81% +$264K 0.07% 177
2026
Q1 		$309K Buy
4,327
+40
+0.9% +$3.31K 0.04% 243
2025
Q4 		$316K Buy
4,287
+442
+11% +$33.6K 0.04% 257
2025
Q3 		$317K Buy
3,845
+39
+1% +$3.12K 0.04% 253
2025
Q2 		$288K Buy
3,806
+896
+31% +$65.1K 0.04% 255
2025
Q1 		$218K Sell
2,910
-130
-4% -$9.53K 0.04% 287
2024
Q4 		$232K Buy
3,040
+128
+4% +$9.8K 0.04% 271
2024
Q3 		$227K Buy
+2,912
New +$219K 0.04% 274
2024
Q2 		– Sell
-2,704
Closed -$219K – 243
2024
Q1 		$219K Sell
2,704
-39
-1% -$3.07K 0.06% 216
2023
Q4 		$201K Buy
+2,743
New +$189K 0.07% 194
2022
Q4 		– Sell
-3,334
Closed -$289K – 123
2022
Q3 		$289K Sell
3,334
-461
-12% -$38.4K 0.16% 104
2022
Q2 		$321K Buy
3,795
+126
+3% +$10.6K 0.2% 98
2022
Q1 		$300K Sell
3,669
-1,025
-22% -$82.8K 0.2% 100
2021
Q4 		$369K Buy
+4,694
New +$361K 0.29% 91

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lifeworks Advisors's SYY Position: Q2 2026 in Review

Lifeworks Advisors increased its Sysco (SYY) stake by 81% in Q2 2026, buying an estimated $264K and bringing the position to 7,815 shares worth $653K. The position accounts for 0.07% of the portfolio, ranked #177.

Lifeworks Advisors first reported a position in SYY in Q4 2021 and has held it in 14 quarters since. 1,635 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Lifeworks Advisors held 7,815 shares of Sysco worth $653K as of Q2 2026.
  • Lifeworks Advisors bought 3,488 Sysco shares in Q2 2026, an estimated $264K.
  • Sysco made up 0.07% of Lifeworks Advisors's portfolio in Q2 2026, its #177 holding.
  • Lifeworks Advisors first reported a position in Sysco in Q4 2021 and has held it in 14 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.