Position in SBUX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$53,547
+$10,096 QoQ
Shares Held
524
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,147
of 2,381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $707,910 across 15 Restaurants names. SBUX ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,275 | $344,645 | |
| 2 | YUM |
Yum Brands Inc
|
1,264 | $202,063 | |
| 3 | SBUX |
Starbucks Corp
This page
|
524 | $53,547 | |
| 4 | DRI |
Darden Restaurants Inc
|
254 | $52,326 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,001 | $40,910 | |
| 6 | CAVA |
Cava Group, Inc.
|
129 | $10,123 | |
| 7 | EAT |
Brinker International, Inc
|
9 | $1,512 | |
| 8 | WEN |
Wendy's Co
|
63 | $522 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,547 | 524 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $43,451 | 485 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $127,409 | 1,513 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $135,106 | 1,597 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $145,508 | 1,588 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $163,908 | 1,671 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $127,385 | 1,396 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $157,251 | 1,613 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $217,435 | 2,793 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $160,115 | 1,752 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $367,718 | 3,830 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $433,806 | 4,753 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $408,721 | 4,126 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $421,309 | 4,046 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $681,702 | 6,872 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $398,886 | 4,734 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $346,046 | 4,530 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $430,288 | 4,730 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $540,284 | 4,619 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $449,844 | 4,078 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $670,300 | 5,995 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $711,675 | 6,513 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $842,360 | 7,874 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $319,106 | 3,714 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $267,941 | 3,641 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $241,660 | 3,676 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||