Position in SBUX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$355,110
-$1,726 QoQ
Shares Held
3,475
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,606
of 2,381 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Choate Investment Advisors holds $8,563,437 across 6 Restaurants names. SBUX ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
20,733 | $5,604,337 | |
| 2 | YUM |
Yum Brands Inc
|
7,710 | $1,232,520 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
20,696 | $703,664 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
8,920 | $364,560 | |
| 5 | SBUX |
Starbucks Corp
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|
3,475 | $355,110 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,472 | $303,246 |
All Filings in SBUX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,110 | 3,475 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $356,836 | 3,983 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $350,566 | 4,163 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $354,812 | 4,194 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $518,259 | 5,656 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $365,777 | 3,729 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $327,496 | 3,589 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $332,245 | 3,408 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $256,905 | 3,300 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,231,152 | 68,182 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,728,204 | 49,247 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,054,806 | 33,470 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,188,532 | 22,093 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $347,273 | 3,335 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $330,832 | 3,335 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $281,007 | 3,335 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $254,760 | 3,335 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $308,388 | 3,390 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $396,528 | 3,390 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $315,707 | 2,862 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $326,037 | 2,916 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||