Position in SYY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$20,335,469
-$2,120,821 QoQ
Shares Held
285,090
-6.4% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.15784489108702515.ToString("F0")%
Shared 0.ToString("F0")%
None 99.84215510891298.ToString("F0")%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $30,263,644 across 8 Food Distribution names. SYY ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
285,090 | $20,335,469 | |
| 2 | USFD |
US Foods Holding Corp.
|
52,219 | $4,815,113 | |
| 3 | PFGC |
Performance Food Group Co
|
18,828 | $1,612,806 | |
| 4 | ANDE |
Andersons, Inc.
|
14,618 | $1,049,280 | |
| 5 | UNFI |
United Natural Foods Inc
|
19,945 | $898,721 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
11,621 | $690,868 | |
| 7 | CVGW |
Calavo Growers Inc
|
19,591 | $505,251 | |
| 8 | AVO |
Mission Produce, Inc.
|
25,882 | $356,136 |
All Filings in SYY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||