LI
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LRI Investments’s Sysco SYY Stock Holding History

LRI Investments’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 		$191K Buy
2,286
+575
+34% +$43.5K 0.02% 334
2026
Q1 		$122K Buy
1,711
+1,574
+1,149% +$130K 0.01% 380
2025
Q4 		$10.1K Hold
137
– – ﹤0.01% 865
2025
Q3 		$11.3K Hold
137
– – ﹤0.01% 845
2025
Q2 		$10.4K Buy
137
+112
+448% +$8.13K ﹤0.01% 836
2025
Q1 		$1.88K Sell
25
-566
-96% -$41.5K ﹤0.01% 1116
2024
Q4 		$45.2K Hold
591
– – ﹤0.01% 537
2024
Q3 		$44.3K Hold
591
– – ﹤0.01% 524
2024
Q2 		$42.2K Hold
591
– – ﹤0.01% 499
2024
Q1 		$48K Buy
+591
New +$46.6K 0.01% 272

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

LRI Investments's SYY Position: Q2 2026 in Review

LRI Investments increased its Sysco (SYY) stake by 34% in Q2 2026, buying an estimated $43.5K and bringing the position to 2,286 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #334.

LRI Investments first reported a position in SYY in Q1 2024 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • LRI Investments held 2,286 shares of Sysco worth $191K as of Q2 2026.
  • LRI Investments bought 575 Sysco shares in Q2 2026, an estimated $43.5K.
  • Sysco made up 0.02% of LRI Investments's portfolio in Q2 2026, its #334 holding.
  • LRI Investments first reported a position in Sysco in Q1 2024 and has held it in 10 quarters since.
  • 701 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.