Position in SBUX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$730,157
+$89,067 QoQ
Shares Held
8,150
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Parkside Financial Bank & Trust holds $4,849,371 across 22 Restaurants names. SBUX ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,208 | $2,240,174 | |
| 2 | YUM |
Yum Brands Inc
|
6,212 | $965,841 | |
| 3 | SBUX |
Starbucks Corp
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|
8,150 | $730,157 | |
| 4 | DRI |
Darden Restaurants Inc
|
940 | $184,276 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
2,344 | $173,221 | |
| 6 | BROS |
Dutch Bros Inc.
|
2,529 | $128,118 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
3,874 | $124,006 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
1,560 | $76,095 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $730,157 | 8,150 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $641,090 | 7,613 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $649,896 | 7,682 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $708,299 | 7,730 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $742,540 | 7,570 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $631,815 | 6,924 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $691,886 | 7,097 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $521,672 | 6,701 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $637,353 | 6,974 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $663,908 | 6,915 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $538,492 | 5,900 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $546,612 | 5,518 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $599,788 | 5,760 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $397,989 | 4,012 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $311,424 | 3,696 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $274,392 | 3,592 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $387,077 | 4,255 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $589,761 | 5,042 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $257,794 | 2,337 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $251,572 | 2,250 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $255,035 | 2,334 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $205,508 | 1,921 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $127,848 | 1,488 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $107,956 | 1,467 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $90,588 | 1,378 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||