CreativeOne Wealth’s Sysco SYY Stock Holding History

CreativeOne Wealth’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	$304K	Buy	+3,642	New	+$276K	0.01%	980
2023 Q3	–	Sell	-2,809	Closed	-$208K	–	806
2023 Q2	$208K	Buy	2,809 +82	+3%	+$6.06K	0.01%	778
2023 Q1	$211K	Buy	+2,727	New	+$209K	0.01%	737
2022 Q3	–	Sell	-3,123	Closed	-$265K	–	770
2022 Q2	$265K	Buy	3,123 +522	+20%	+$43.7K	0.01%	599
2022 Q1	$212K	Buy	+2,601	New	+$210K	0.01%	689
2021 Q4	–	Sell	-2,573	Closed	-$202K	–	793
2021 Q3	$202K	Sell	2,573 -77	-3%	-$5.87K	0.01%	666
2021 Q2	$206K	Buy	+2,650	New	+$214K	0.01%	639

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CreativeOne Wealth's SYY Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Sysco (SYY) in Q2 2026: 3,642 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in SYY as recently as Q2 2023.

CreativeOne Wealth first reported a position in SYY in Q2 2021 and has held it in 7 quarters since. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

CreativeOne Wealth held 3,642 shares of Sysco worth $304K as of Q2 2026.
Sysco was a new CreativeOne Wealth position in Q2 2026.
Sysco made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #980 holding.
CreativeOne Wealth first reported a position in Sysco in Q2 2021 and has held it in 7 quarters since.
1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.