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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lifeworks Advisors's SYY Position: Q1 2026 in Review

Lifeworks Advisors increased its Sysco (SYY) stake by 0.93% in Q1 2026, buying an estimated $3.31K and bringing the position to 4,327 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #243.

Lifeworks Advisors first reported a position in SYY in Q4 2021 and has held it in 13 quarters since. The position peaked at $369K in Q4 2021. 1,562 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Lifeworks Advisors held 4,327 shares of Sysco worth $309K as of Q1 2026.
  • Lifeworks Advisors bought 40 Sysco shares in Q1 2026, an estimated $3.31K.
  • Sysco made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #243 holding.
  • Lifeworks Advisors first reported a position in Sysco in Q4 2021 and has held it in 13 quarters since.
  • Lifeworks Advisors's Sysco position peaked at $369K in Q4 2021.
  • 1,562 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.