Position in SBUX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,925,647
-$34,424 QoQ
Shares Held
21,494
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31.65534567786359.ToString("F0")%
Shared 67.73052945007909.ToString("F0")%
None 0.6141248720573182.ToString("F0")%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $11,811,237 across 14 Restaurants names. SBUX ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,820 | $4,916,697 | |
| 2 | SBUX |
Starbucks Corp
This page
|
21,494 | $1,925,647 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,450 | $676,338 | |
| 4 | YUM |
Yum Brands Inc
|
3,772 | $586,470 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,358 | $554,540 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
15,314 | $490,201 | |
| 7 | CAVA |
Cava Group, Inc.
|
6,033 | $488,069 | |
| 8 | EAT |
Brinker International, Inc
|
3,402 | $485,703 |
All Filings in SBUX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,925,647 | 21,494 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,960,071 | 23,276 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,694,961 | 20,035 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,618,918 | 17,668 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,842,914 | 18,788 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,720,062 | 18,850 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,142,244 | 21,974 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,468,327 | 18,861 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,185,774 | 23,917 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,242,313 | 23,355 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,682,744 | 18,437 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,864,606 | 18,823 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,706,690 | 16,390 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,479,269 | 14,912 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,015,500 | 12,052 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $745,718 | 9,762 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,080,095 | 44,851 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,511,415 | 38,569 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $3,571,837 | 32,380 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,201,679 | 28,635 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,792,613 | 25,557 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,533,179 | 23,679 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,255,314 | 26,249 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,833,568 | 24,916 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,733,863 | 41,586 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||