LVW Advisors’s Sysco SYY Stock Holding History

LVW 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	-2,935	Closed	-$242K	–	365
2025 Q3	$242K	Sell	2,935 -452	-13%	-$36.1K	0.02%	310
2025 Q2	$257K	Buy	3,387 +275	+9%	+$20K	0.03%	285
2025 Q1	$234K	Sell	3,112 -145	-4%	-$10.6K	0.03%	278
2024 Q4	$249K	Buy	3,257 +378	+13%	+$28.9K	0.03%	276
2024 Q3	$225K	Buy	+2,879	New	+$216K	0.03%	285

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LVW Advisors's SYY Position: Q4 2025 in Review

LVW Advisors sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,935 shares — an estimated $242K sold.

LVW Advisors first reported a position in SYY in Q3 2024 and held it in 5 quarters. The position peaked at $257K in Q2 2025. 1,561 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

LVW Advisors reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
LVW Advisors sold 2,935 Sysco shares in Q4 2025, an estimated $242K.
LVW Advisors first reported a position in Sysco in Q3 2024 and held it in 5 quarters.
LVW Advisors's Sysco position peaked at $257K in Q2 2025.
1,561 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on LVW Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.