Position in SYY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,899,239
+$9,563,770 QoQ
Shares Held
357,732
+25.5% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#149
of 1,634 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $42,062,912 across 7 Food Distribution names. SYY ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
357,732 | $29,899,239 | |
| 2 | USFD |
US Foods Holding Corp.
|
49,491 | $5,060,454 | |
| 3 | PFGC |
Performance Food Group Co
|
29,092 | $3,252,194 | |
| 4 | CHEF |
Chefs' Warehouse, Inc.
|
16,814 | $1,615,824 | |
| 5 | UNFI |
United Natural Foods Inc
|
24,054 | $1,098,546 | |
| 6 | ANDE |
Andersons, Inc.
|
12,850 | $878,939 | |
| 7 | AVO |
Mission Produce, Inc.
|
21,859 | $257,716 |
All Filings in SYY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,899,239 | 357,732 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,335,469 | 285,090 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,456,290 | 304,740 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,099,644 | 268,395 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,563,343 | 245,093 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,122,394 | 174,872 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,506,546 | 202,806 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,368,139 | 196,876 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $13,568,515 | 190,062 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $15,536,471 | 191,383 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,747,195 | 187,983 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,974,273 | 166,151 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $10,447,062 | 140,796 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $10,282,170 | 133,137 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,213,312 | 172,836 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,287,347 | 173,771 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $14,450,340 | 170,586 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,547,041 | 165,916 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,823,384 | 125,059 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,911,331 | 126,259 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,882,491 | 127,106 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $10,941,001 | 138,951 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,036,906 | 135,159 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,474,612 | 136,204 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,940,398 | 126,974 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,832,974 | 127,832 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||