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Creative Planning SYY Position History
Sysco Corporation • Consumer Defensive
Quarters held
22
Latest value
$7.3M
Q3 2026
Peak value
$29.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $406K |
| Q3 2025 | $21.9M |
| Q3 2025 | $19.8M |
| Q3 2025 | $156K |
| Q3 2025 | $483 |
| Q4 2025 | $22.2M |
| Q4 2025 | $414K |
| Q4 2025 | $16.7M |
| Q4 2025 | $251K |
| Q1 2026 | $6M |
| Q1 2026 | $20.3M |
| Q1 2026 | $405K |
| Q2 2026 | $87K |
| Q2 2026 | $29.8M |
| Q2 2026 | $419K |
| Q2 2026 | $36K |
| Q2 2026 | $7.8M |
| Q3 2026 | $82K |
| Q3 2026 | $24.4M |
| Q3 2026 | $402K |
| Q3 2026 | $33K |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 181.4K | — | — |
| Q3 2026 | $33K | 830 | — | — |
| Q3 2026 | $402K | 6.8K | — | — |
| Q3 2026 | $24.4M | 313.4K | — | — |
| Q3 2026 | $82K | 1.1K | — | — |
| Q2 2026 | $7.8M | 90.1K | — | — |
| Q2 2026 | $36K | 415 | — | — |
| Q2 2026 | $419K | 7.2K | — | — |
| Q2 2026 | $29.8M | 356.7K | — | — |
| Q2 2026 | $87K | 1.0K | — | — |
| Q1 2026 | $405K | 7.3K | — | — |
| Q1 2026 | $20.3M | 285.1K | — | — |
| Q1 2026 | $6M | 82.4K | — | — |
| Q4 2025 | $251K | 3.4K | — | — |
| Q4 2025 | $16.7M | 232.2K | — | — |
| Q4 2025 | $414K | 7.2K | — | — |
| Q4 2025 | $22.2M | 301.3K | — | — |
| Q3 2025 | $483 | 6 | — | — |
| Q3 2025 | $156K | 1.9K | — | — |
| Q3 2025 | $19.8M | 245.7K | — | — |
| Q3 2025 | $21.9M | 266.5K | — | — |
| Q3 2025 | $406K | 7.2K | — | — |
Other funds holding SYY
$4.7B
$4.6B
$4.4B
$4.2B
$2.3B
$2.3B
$2.2B
$2.1B