Sysco Corporation
US ˙ NYSE ˙ US8718291078

SecuritySYY / Sysco Corporation
InstitutionCreative Planning
Latest Disclosed Ownership285,090 shares
Latest Disclosed Value $ 20,335,462
Creative Planning reports 6.45% decrease in ownership of SYY / Sysco Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 285,090 shares of Sysco Corporation (US:SYY) valued at $20,335,470 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 304,740 shares of Sysco Corporation. This represents a change in shares of -6.45% during the quarter. The current value of the position is $21,450,172 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F SYSCO COM 871829107 285,090 -19,650 -6.45 20,335 -9.45 0.0138
2026-02-17 2025-12-31 13F SYSCO COM 871829107 304,740 36,345 13.54 22,456 1.62 0.0161
2025-11-14 2025-09-30 13F SYSCO COM 871829107 268,395 23,302 9.51 22,100 19.05 0.0169
2025-08-08 2025-06-30 13F SYSCO COM 871829107 245,093 70,221 40.16 18,563 41.46 0.0159
2025-05-15 2025-03-31 13F SYSCO COM 871829107 174,872 -27,934 -13.77 13,122 -15.37 0.0123
2025-02-14 2024-12-31 13F SYSCO COM 871829107 202,806 5,930 3.01 15,507 0.90 0.0151
2024-10-11 2024-09-30 13F SYSCO COM 871829107 196,876 6,814 3.59 15,368 13.27 0.0152
2024-08-15 2024-06-30 13F SYSCO COM 871829107 190,062 -1,321 -0.69 13,569 -12.67 0.0145
2024-05-13 2024-03-31 13F SYSCO COM 871829107 191,383 3,400 1.81 15,536 13.01 0.0172
2024-02-14 2023-12-31 13F SYSCO COM 871829107 187,983 21,832 13.14 13,747 25.27 0.0255
2023-11-16 2023-09-30 13F SYSCO COM 871829107 166,151 25,355 18.01 10,974 5.04 0.0146
2023-07-21 2023-06-30 13F SYSCO COM 871829107 140,796 7,659 5.75 10,447 1.60 0.0139
2023-05-15 2023-03-31 13F SYSCO COM 871829107 133,137 -39,699 -22.97 10,282 -22.18 0.0148
2023-02-10 2022-12-31 13F SYSCO COM 871829107 172,836 -935 -0.54 13,213 7.54 0.0199
2022-11-03 2022-09-30 13F SYSCO COM 871829107 173,771 3,185 1.87 12,287 -14.97 0.0212
2022-08-15 2022-06-30 13F SYSCO COM 871829107 170,586 4,670 2.81 14,450 6.67 0.0238
2022-05-16 2022-03-31 13F SYSCO COM 871829107 165,916 40,857 32.67 13,547 37.91 0.0210
2022-02-11 2021-12-31 13F SYSCO COM 871829107 125,059 -1,200 -0.95 9,823 -0.89 0.0158
2021-11-10 2021-09-30 13F SYSCO COM 871829107 126,259 -847 -0.67 9,911 0.28 0.0176
2021-08-04 2021-06-30 13F SYSCO COM 871829107 127,106 -11,845 -8.52 9,883 -9.67 0.0175
2021-04-30 2021-03-31 13F CreativePlanning COM 871829107 138,951 3,792 2.81 10,941 9.02 0.0220
2021-01-29 2020-12-31 13F SYSCO COM 871829107 135,159 -1,045 -0.77 10,036 17.33 0.0221
2020-11-05 2020-09-30 13F SYSCO COM 871829107 136,204 9,230 7.27 8,554 23.26 0.0223
2020-07-23 2020-06-30 13F SYSCO COM 871829107 126,974 -858 -0.67 6,940 18.98 0.0201
2020-05-05 2020-03-31 13F SYSCO COM 871829107 127,832 -4,596 -3.47 5,833 -48.51 0.0207
2020-01-30 2019-12-31 13F SYSCO COM 871829107 132,428 22 0.02 11,328 7.75 0.0340
2019-11-01 2019-09-30 13F SYSCO COM 871829107 132,406 3,278 2.54 10,513 15.12 0.0342
2019-07-26 2019-06-30 13F SYSCO COM 871829107 129,128 -389 -0.30 9,132 5.61 0.0307
2019-04-24 2019-03-31 13F SYSCO COM 871829107 129,517 -3,959 -2.97 8,647 3.38 0.0312
2019-02-12 2018-12-31 13F/A-1 SYSCO COM 871829107 133,476 621 0.47 8,364 -14.06 0.0343
2019-02-01 2018-12-31 13F SYSCO COM 871829107 133,476 621 8,364
2018-10-25 2018-09-30 13F SYSCO COM 871829107 132,855 36,155 37.39 9,732 47.37 0.0361
2018-07-20 2018-06-30 13F SYSCO COM 871829107 96,700 -13,048 -11.89 6,604 0.36 0.0259
2018-04-18 2018-03-31 13F SYSCO COM 871829107 109,748 -2,626 -2.34 6,580 -3.58 0.0268
2018-01-17 2017-12-31 13F SYSCO COM 871829107 112,374 -4,717 -4.03 6,824 8.03 0.0294
2017-10-17 2017-09-30 13F SYSCO COM 871829107 117,091 7,408 6.75 6,317 14.44 0.0293
2017-07-12 2017-06-30 13F SYSCO COM 871829107 109,683 -1,017 -0.92 5,520 -3.97 0.0279
2017-04-07 2017-03-31 13F SYSCO COM 871829107 110,700 1,648 1.51 5,748 -4.80 0.0314
2017-01-09 2016-12-31 13F SYSCO COM 871829107 109,052 1,950 1.82 6,038 15.03 0.0368
2016-10-12 2016-09-30 13F SYSCO COM 871829107 107,102 1,518 1.44 5,249 -2.02 0.0334
2016-07-12 2016-06-30 13F SYSCO COM 871829107 105,584 4,876 4.84 5,357 13.83 0.0388
2016-04-08 2016-03-31 13F SYSCO COM 871829107 100,708 -1,423 -1.39 4,706 12.40 0.0367
2016-01-11 2015-12-31 13F SYSCO COM 871829107 102,131 59,550 139.85 4,187 152.38 0.0344
2015-10-09 2015-09-30 13F SYSCO COM 871829107 42,581 4,232 11.04 1,659 19.87 0.0146
2015-07-09 2015-06-30 13F SYSCO COM 871829107 38,349 -2,563 -6.26 1,384 -10.36 0.0126
2015-04-13 2015-03-31 13F SYSCO COM 871829107 40,912 40,912 0.00 1,544 0.0145
2015-01-29 2014-12-31 13F SYSCO COM 871829107 0 -26,548 -100.00 0 -100.00
2014-10-10 2014-09-30 13F SYSCO COM 871829107 26,548 7,372 38.44 1,007 40.25 0.0117
2014-08-20 2014-06-30 13F SYSCO COM 871829107 19,176 -440 -2.24 718 1.27 0.0093
2014-04-11 2014-03-31 13F SYSCO COM 871829107 19,616 532 2.79 709 2.90 0.0107
2014-01-06 2013-12-31 13F SYSCO COM 871829107 19,084 920 5.06 689 19.20 0.0118
2013-10-10 2013-09-30 13F SYSCO COM 871829107 18,164 3,787 26.34 578 17.72 0.0115
2013-07-09 2013-06-30 13F SYSCO COM 871829107 14,377 14,377 491 0.0114
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.