Position in SBUX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$232,616,403
+$8,721,719 QoQ
Shares Held
2,596,455
-2.3% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026LPL Financial LLC holds $958,768,139 across 24 Restaurants names. SBUX ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,612,425 | $501,125,565 | |
| 2 | SBUX |
Starbucks Corp
This page
|
2,596,455 | $232,616,403 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
1,297,315 | $41,527,053 | |
| 4 | YUM |
Yum Brands Inc
|
265,997 | $41,357,213 | |
| 5 | BROS |
Dutch Bros Inc.
|
575,423 | $29,150,929 | |
| 6 | DRI |
Darden Restaurants Inc
|
143,326 | $28,097,629 | |
| 7 | CAVA |
Cava Group, Inc.
|
222,400 | $17,992,160 | |
| 8 | DPZ |
Dominos Pizza Inc
|
43,764 | $15,702,085 |
All Filings in SBUX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,616,403 | 2,596,455 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $223,894,684 | 2,658,766 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $244,583,253 | 2,891,055 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $223,636,392 | 2,440,646 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $220,196,747 | 2,244,844 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $191,317,487 | 2,096,630 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $189,977,398 | 1,948,686 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $145,068,103 | 1,863,431 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $140,769,570 | 1,540,317 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $139,887,338 | 1,457,008 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $125,807,298 | 1,378,408 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $125,352,703 | 1,265,422 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $129,461,080 | 1,243,264 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $128,008,572 | 1,290,409 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $106,518,290 | 1,264,162 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $84,802,754 | 1,110,129 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $105,951,667 | 1,164,688 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $141,500,012 | 1,209,712 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $128,355,392 | 1,163,588 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $126,191,337 | 1,128,623 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $117,969,312 | 1,079,613 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $111,697,390 | 1,044,096 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $80,712,732 | 939,394 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $78,263,774 | 1,063,511 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $59,071,991 | 898,570 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||