Position in SBUX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,306,397
+$300,984 QoQ
Shares Held
561,518
-5.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $74,915,025 across 12 Restaurants names. SBUX ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
561,518 | $50,306,397 | |
| 2 | MCD |
Mcdonalds Corp
|
37,787 | $11,743,821 | |
| 3 | DPZ |
Dominos Pizza Inc
|
11,281 | $4,047,509 | |
| 4 | DRI |
Darden Restaurants Inc
|
16,005 | $3,137,620 | |
| 5 | YUM |
Yum Brands Inc
|
13,227 | $2,056,533 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
31,979 | $1,023,647 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
3,813 | $629,678 | |
| 8 | BLMN |
Bloomin' Brands, Inc.
|
112,349 | $606,684 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,306,397 | 561,518 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $50,005,413 | 593,818 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $51,427,747 | 607,893 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $51,056,052 | 557,198 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $54,919,413 | 559,888 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $56,800,661 | 622,473 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $62,597,744 | 642,094 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $50,314,377 | 646,299 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $64,335,635 | 703,968 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $67,668,328 | 704,805 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $100,088,507 | 1,096,620 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $119,285,674 | 1,204,176 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $129,348,619 | 1,242,184 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $126,269,100 | 1,272,874 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $129,490,683 | 1,536,799 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $120,798,791 | 1,581,343 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $131,958,625 | 1,450,573 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $169,872,255 | 1,452,272 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $184,541,901 | 1,672,939 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $188,266,125 | 1,683,804 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $185,104,581 | 1,694,011 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $180,971,433 | 1,691,638 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $150,398,835 | 1,750,452 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $127,845,036 | 1,737,261 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $108,981,010 | 1,657,758 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||