Position in SBUX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,000,329
+$162,204 QoQ
Shares Held
39,146
-8.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#567
of 2,388 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $13,645,284 across 6 Restaurants names. SBUX ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
29,410 | $7,949,816 | |
| 2 | SBUX |
Starbucks Corp
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|
39,146 | $4,000,329 | |
| 3 | YUM |
Yum Brands Inc
|
5,121 | $818,643 | |
| 4 | DRI |
Darden Restaurants Inc
|
1,628 | $335,384 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,112 | $275,808 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,373 | $265,304 |
All Filings in SBUX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,000,329 | 39,146 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,838,125 | 42,841 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,750,544 | 44,538 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,731,283 | 44,105 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,149,647 | 45,287 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,606,993 | 46,967 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,951,946 | 43,309 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,454,610 | 45,693 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,591,298 | 46,131 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,883,972 | 53,441 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,559,555 | 57,906 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,782,867 | 63,360 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,822,449 | 58,777 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,133,361 | 58,901 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,138,297 | 61,878 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,417,833 | 64,299 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,894,689 | 64,075 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $5,853,828 | 64,349 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $7,709,843 | 65,913 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,579,289 | 68,709 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $7,713,660 | 68,989 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,589,457 | 69,456 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $7,385,578 | 69,037 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,252,570 | 72,772 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $5,630,665 | 76,514 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,820,787 | 103,754 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||