Creative Planning’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 | $20.3M | Sell |
285,090
-19,650
| -6% | -$1.62M | 0.01% | 444 |
|
|
2025
Q4 | $22.5M | Buy |
304,740
+36,345
| +14% | +$2.77M | 0.02% | 345 |
|
|
2025
Q3 | $22.1M | Buy |
268,395
+23,302
| +10% | +$1.86M | 0.02% | 342 |
|
|
2025
Q2 | $18.6M | Buy |
245,093
+70,221
| +40% | +$5.1M | 0.02% | 356 |
|
|
2025
Q1 | $13.1M | Sell |
174,872
-27,934
| -14% | -$2.05M | 0.01% | 416 |
|
|
2024
Q4 | $15.5M | Buy |
202,806
+5,930
| +3% | +$454K | 0.02% | 344 |
|
|
2024
Q3 | $15.4M | Buy |
196,876
+6,814
| +4% | +$512K | 0.02% | 332 |
|
|
2024
Q2 | $13.6M | Sell |
190,062
-1,321
| -0.7% | -$98.7K | 0.01% | 341 |
|
|
2024
Q1 | $15.5M | Buy |
191,383
+3,400
| +2% | +$268K | 0.02% | 310 |
|
|
2023
Q4 | $13.7M | Buy |
187,983
+21,832
| +13% | +$1.51M | 0.03% | 316 |
|
|
2023
Q3 | $11M | Buy |
166,151
+25,355
| +18% | +$1.82M | 0.01% | 339 |
|
|
2023
Q2 | $10.4M | Buy |
140,796
+7,659
| +6% | +$566K | 0.01% | 340 |
|
|
2023
Q1 | $10.3M | Sell |
133,137
-39,699
| -23% | -$3.05M | 0.01% | 331 |
|
|
2022
Q4 | $13.2M | Sell |
172,836
-935
| -0.5% | -$75.5K | 0.02% | 275 |
|
|
2022
Q3 | $12.3M | Buy |
173,771
+3,185
| +2% | +$265K | 0.02% | 265 |
|
|
2022
Q2 | $14.4M | Buy |
170,586
+4,670
| +3% | +$391K | 0.02% | 249 |
|
|
2022
Q1 | $13.5M | Buy |
165,916
+40,857
| +33% | +$3.3M | 0.02% | 276 |
|
|
2021
Q4 | $9.82M | Sell |
125,059
-1,200
| -1% | -$92.4K | 0.02% | 286 |
|
|
2021
Q3 | $9.91M | Sell |
126,259
-847
| -0.7% | -$64.6K | 0.02% | 270 |
|
|
2021
Q2 | $9.88M | Sell |
127,106
-11,845
| -9% | -$957K | 0.02% | 266 |
|
|
2021
Q1 | $10.9M | Buy |
138,951
+3,792
| +3% | +$294K | 0.02% | 259 |
|
|
2020
Q4 | $10M | Sell |
135,159
-1,045
| -0.8% | -$71.9K | 0.02% | 257 |
|
|
2020
Q3 | $8.55M | Buy |
136,204
+9,230
| +7% | +$537K | 0.02% | 237 |
|
|
2020
Q2 | $6.94M | Sell |
126,974
-858
| -0.7% | -$45.1K | 0.02% | 238 |
|
|
2020
Q1 | $5.83M | Sell |
127,832
-4,596
| -3% | -$318K | 0.02% | 235 |
|
|
2019
Q4 | $11.3M | Buy |
132,428
+22
| +0% | +$1.78K | 0.03% | 172 |
|
|
2019
Q3 | $10.5M | Buy |
132,406
+3,278
| +3% | +$241K | 0.03% | 173 |
|
|
2019
Q2 | $9.13M | Sell |
129,128
-389
| -0.3% | -$27.7K | 0.03% | 194 |
|
|
2019
Q1 | $8.65M | Sell |
129,517
-3,959
| -3% | -$258K | 0.03% | 185 |
|
|
2018
Q4 | $8.36M | Buy |
133,476
+621
| +0.5% | +$41.9K | 0.03% | 168 |
|
|
2018
Q3 | $9.73M | Buy |
132,855
+36,155
| +37% | +$2.6M | 0.04% | 169 |
|
|
2018
Q2 | $6.6M | Sell |
96,700
-13,048
| -12% | -$833K | 0.03% | 209 |
|
|
2018
Q1 | $6.58M | Sell |
109,748
-2,626
| -2% | -$159K | 0.03% | 197 |
|
|
2017
Q4 | $6.82M | Sell |
112,374
-4,717
| -4% | -$267K | 0.03% | 184 |
|
|
2017
Q3 | $6.32M | Buy |
117,091
+7,408
| +7% | +$385K | 0.03% | 194 |
|
|
2017
Q2 | $5.52M | Sell |
109,683
-1,017
| -0.9% | -$54.3K | 0.03% | 204 |
|
|
2017
Q1 | $5.75M | Buy |
110,700
+1,648
| +2% | +$87.3K | 0.03% | 194 |
|
|
2016
Q4 | $6.04M | Buy |
109,052
+1,950
| +2% | +$101K | 0.04% | 186 |
|
|
2016
Q3 | $5.25M | Buy |
107,102
+1,518
| +1% | +$78K | 0.03% | 188 |
|
|
2016
Q2 | $5.36M | Buy |
105,584
+4,876
| +5% | +$236K | 0.04% | 164 |
|
|
2016
Q1 | $4.71M | Sell |
100,708
-1,423
| -1% | -$61.4K | 0.04% | 167 |
|
|
2015
Q4 | $4.19M | Buy |
102,131
+59,550
| +140% | +$2.44M | 0.03% | 188 |
|
|
2015
Q3 | $1.66M | Buy |
42,581
+4,232
| +11% | +$162K | 0.01% | 338 |
|
|
2015
Q2 | $1.38M | Sell |
38,349
-2,563
| -6% | -$95.9K | 0.01% | 381 |
|
|
2015
Q1 | $1.54M | Buy |
40,912
+1,604
| +4% | +$63.2K | 0.01% | 341 |
|
|
2014
Q4 | $1.56M | Buy |
39,308
+12,760
| +48% | +$495K | 0.02% | 333 |
|
|
2014
Q3 | $1.01M | Buy |
26,548
+7,372
| +38% | +$275K | 0.01% | 402 |
|
|
2014
Q2 | $718K | Sell |
19,176
-440
| -2% | -$16.2K | 0.01% | 505 |
|
|
2014
Q1 | $709K | Buy |
19,616
+532
| +3% | +$19.1K | 0.01% | 490 |
|
|
2013
Q4 | $689K | Buy |
19,084
+920
| +5% | +$31.1K | 0.01% | 424 |
|
|
2013
Q3 | $578K | Buy |
18,164
+3,787
| +26% | +$127K | 0.01% | 409 |
|
|
2013
Q2 | $491K | Buy |
+14,377
| New | +$495K | 0.01% | 409 |
|
Other funds holding SYY
VCM
VPM
Creative Planning's SYY Position: Q1 2026 in Review
Creative Planning reduced its Sysco (SYY) stake by 6.4% in Q1 2026, selling an estimated $1.62M and leaving 285,090 shares worth $20.3M. The position accounts for 0.01% of the portfolio, ranked #444.
Creative Planning first reported a position in SYY in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.5M in Q4 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- Creative Planning held 285,090 shares of Sysco worth $20.3M as of Q1 2026.
- Creative Planning sold 19,650 Sysco shares in Q1 2026, an estimated $1.62M.
- Sysco made up 0.01% of Creative Planning's portfolio in Q1 2026, its #444 holding.
- Creative Planning first reported a position in Sysco in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Sysco position peaked at $22.5M in Q4 2025.
- 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.