Creative Financial Designs’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $622K | Sell |
8,721
-2,803
| -24% | -$232K | 0.04% | 297 |
|
|
2025
Q4 | $849K | Sell |
11,524
-1,337
| -10% | -$102K | 0.05% | 247 |
|
|
2025
Q3 | $1.06M | Buy |
12,861
+635
| +5% | +$50.8K | 0.07% | 222 |
|
|
2025
Q2 | $926K | Sell |
12,226
-463
| -4% | -$33.6K | 0.07% | 228 |
|
|
2025
Q1 | $952K | Buy |
12,689
+1,235
| +11% | +$90.5K | 0.08% | 203 |
|
|
2024
Q4 | $876K | Buy |
11,454
+134
| +1% | +$10.3K | 0.07% | 210 |
|
|
2024
Q3 | $884K | Buy |
11,320
+571
| +5% | +$42.9K | 0.07% | 212 |
|
|
2024
Q2 | $767K | Buy |
10,749
+1,183
| +12% | +$88.4K | 0.07% | 211 |
|
|
2024
Q1 | $777K | Buy |
9,566
+504
| +6% | +$39.7K | 0.07% | 195 |
|
|
2023
Q4 | $663K | Buy |
9,062
+1,485
| +20% | +$102K | 0.07% | 204 |
|
|
2023
Q3 | $500K | Buy |
7,577
+307
| +4% | +$22.1K | 0.06% | 217 |
|
|
2023
Q2 | $539K | Buy |
7,270
+171
| +2% | +$12.6K | 0.06% | 205 |
|
|
2023
Q1 | $548K | Buy |
7,099
+439
| +7% | +$33.7K | 0.07% | 192 |
|
|
2022
Q4 | $509K | Buy |
6,660
+261
| +4% | +$21.1K | 0.08% | 195 |
|
|
2022
Q3 | $452K | Buy |
6,399
+178
| +3% | +$14.8K | 0.07% | 189 |
|
|
2022
Q2 | $527K | Buy |
6,221
+315
| +5% | +$26.4K | 0.09% | 176 |
|
|
2022
Q1 | $482K | Sell |
5,906
-250
| -4% | -$20.2K | 0.07% | 197 |
|
|
2021
Q4 | $484K | Buy |
6,156
+181
| +3% | +$13.9K | 0.07% | 191 |
|
|
2021
Q3 | $469K | Buy |
5,975
+186
| +3% | +$14.2K | 0.08% | 189 |
|
|
2021
Q2 | $450K | Buy |
5,789
+256
| +5% | +$20.7K | 0.08% | 193 |
|
|
2021
Q1 | $436K | Buy |
5,533
+215
| +4% | +$16.7K | 0.09% | 185 |
|
|
2020
Q4 | $395K | Buy |
5,318
+544
| +11% | +$37.4K | 0.08% | 175 |
|
|
2020
Q3 | $297K | Buy |
4,774
+190
| +4% | +$11.1K | 0.07% | 196 |
|
|
2020
Q2 | $251K | Buy |
4,584
+2,472
| +117% | +$130K | 0.08% | 186 |
|
|
2020
Q1 | $96K | Buy |
+2,112
| New | +$146K | 0.05% | 177 |
|
|
2019
Q2 | – | Sell |
-9
| Closed | -$1K | – | 600 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$585 | ﹤0.01% | 543 |
|
|
2018
Q3 | – | Sell |
-2,893
| Closed | -$198K | – | 819 |
|
|
2018
Q2 | $198K | Buy |
2,893
+843
| +41% | +$53.8K | 0.12% | 124 |
|
|
2018
Q1 | $123K | Sell |
2,050
-459
| -18% | -$27.8K | 0.08% | 151 |
|
|
2017
Q4 | $152K | Sell |
2,509
-2,254
| -47% | -$128K | 0.1% | 136 |
|
|
2017
Q3 | $257K | Buy |
4,763
+223
| +5% | +$11.6K | 0.15% | 117 |
|
|
2017
Q2 | $228K | Sell |
4,540
-1,308
| -22% | -$69.8K | 0.15% | 124 |
|
|
2017
Q1 | $304K | Buy |
5,848
+627
| +12% | +$33.2K | 0.22% | 105 |
|
|
2016
Q4 | $289K | Buy |
+5,221
| New | +$271K | 0.24% | 92 |
|
Other funds holding SYY
VCM
VPM
Creative Financial Designs's SYY Position: Q1 2026 in Review
Creative Financial Designs reduced its Sysco (SYY) stake by 24% in Q1 2026, selling an estimated $232K and leaving 8,721 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #297.
Creative Financial Designs first reported a position in SYY in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.06M in Q3 2025. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Creative Financial Designs held 8,721 shares of Sysco worth $622K as of Q1 2026.
- Creative Financial Designs sold 2,803 Sysco shares in Q1 2026, an estimated $232K.
- Sysco made up 0.04% of Creative Financial Designs's portfolio in Q1 2026, its #297 holding.
- Creative Financial Designs first reported a position in Sysco in Q4 2016 and has held it in 33 quarters since.
- Creative Financial Designs's Sysco position peaked at $1.06M in Q3 2025.
- 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.