Position in SBUX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,031,717
-$996,098 QoQ
Shares Held
107,953
-19.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#334
of 2,388 holders
Holding Since
Jun 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 Jun 30, 2026Atria Investments, Inc holds $45,290,631 across 15 Restaurants names. SBUX ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
64,048 | $17,312,814 | |
| 2 | SBUX |
Starbucks Corp
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|
107,953 | $11,031,717 | |
| 3 | DRI |
Darden Restaurants Inc
|
21,004 | $4,327,034 | |
| 4 | YUM |
Yum Brands Inc
|
26,029 | $4,160,995 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
29,098 | $2,109,895 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
35,350 | $1,201,900 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
26,929 | $1,100,588 | |
| 8 | EAT |
Brinker International, Inc
|
5,726 | $961,968 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,031,717 | 107,953 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,027,815 | 134,254 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,345,270 | 146,601 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,010,916 | 177,434 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,916,913 | 184,622 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $15,969,444 | 162,804 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,507,637 | 137,070 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,395,230 | 157,916 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $11,244,420 | 144,437 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,957,822 | 141,786 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $12,407,948 | 129,236 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,229,221 | 123,033 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,388,938 | 125,065 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,908,227 | 133,566 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,544,272 | 136,535 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,728,486 | 139,194 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,659,460 | 139,540 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,480,347 | 104,214 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,128,899 | 129,340 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $14,814,412 | 134,298 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $15,064,720 | 134,735 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,754,064 | 107,569 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,581,177 | 98,908 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,481,054 | 87,070 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,177,659 | 83,947 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||