Position in SBUX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,306,427
+$286,174 QoQ
Shares Held
22,570
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#117
of 605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $16,541,579 across 11 Restaurants names. SBUX ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRUS |
Kura Sushi USA, Inc.
|
53,463 | $3,077,330 | |
| 2 | MCD |
Mcdonalds Corp
|
10,373 | $2,803,925 | |
| 3 | SBUX |
Starbucks Corp
This page
|
22,570 | $2,306,427 | |
| 4 | CAVA |
Cava Group, Inc.
|
21,298 | $1,671,467 | |
| 5 | PZZA |
Papa Johns International Inc
|
41,485 | $1,525,403 | |
| 6 | FWRG |
First Watch Restaurant Group, Inc.
|
112,679 | $1,452,432 | |
| 7 | YUM |
Yum Brands Inc
|
8,185 | $1,308,453 | |
| 8 | DRI |
Darden Restaurants Inc
|
5,789 | $1,192,591 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,306,427 | 22,570 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $2,020,253 | 22,550 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $1,877,629 | 22,297 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $2,268,295 | 26,812 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $2,430,302 | 26,523 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $2,531,898 | 25,812 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $2,366,203 | 25,931 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $2,615,168 | 26,825 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $1,828,851 | 23,492 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $2,094,932 | 22,923 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $2,180,770 | 22,714 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $3,567,287 | 39,085 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $3,570,517 | 36,044 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $3,733,580 | 35,855 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $3,552,648 | 35,813 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $3,006,901 | 35,686 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $2,387,492 | 31,254 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $3,210,330 | 35,290 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $4,605,225 | 39,371 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $13,598,023 | 123,271 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $13,960,260 | 124,857 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $13,665,743 | 125,064 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $13,380,309 | 125,073 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $10,746,271 | 125,073 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $9,218,839 | 125,273 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $8,269,039 | 125,784 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||