Position in SBUX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,097,929
+$162,341 QoQ
Shares Held
10,744
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,003
of 2,381 holders
Holding Since
Sep 2020
19 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, 2026Transamerica Financial Advisors, LLC holds $2,333,529 across 22 Restaurants names. SBUX ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
10,744 | $1,097,929 | |
| 2 | MCD |
Mcdonalds Corp
|
3,440 | $929,866 | |
| 3 | EAT |
Brinker International, Inc
|
659 | $110,712 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
1,020 | $73,960 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
1,116 | $37,944 | |
| 6 | DRI |
Darden Restaurants Inc
|
165 | $33,991 | |
| 7 | YUM |
Yum Brands Inc
|
79 | $12,628 | |
| 8 | DPZ |
Dominos Pizza Inc
|
39 | $11,545 |
All Filings in SBUX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,929 | 10,744 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $935,588 | 10,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $800,752 | 9,509 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $775,782 | 9,170 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $668,257 | 7,293 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $643,568 | 6,561 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $683,918 | 7,495 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $747,455 | 7,667 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $475,274 | 6,105 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $557,935 | 6,105 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $611,967 | 6,374 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $950,394 | 10,413 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,107,391 | 11,179 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,176,148 | 11,295 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,077,907 | 10,866 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $803,250 | 9,533 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $381 | 5 | Shares | Sole | 2022-08-15 | |
| 2020-12-31 | $748 | 7 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,031 | 12 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||