Position in SBUX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,971,346
+$248,980 QoQ
Shares Held
19,291
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#788
of 2,388 holders
Holding Since
Mar 2020
26 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, 2026Westside Investment Management, Inc. holds $2,449,764 across 8 Restaurants names. SBUX ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
19,291 | $1,971,346 | |
| 2 | MCD |
Mcdonalds Corp
|
1,375 | $371,675 | |
| 3 | YUM |
Yum Brands Inc
|
205 | $32,771 | |
| 4 | DRI |
Darden Restaurants Inc
|
138 | $28,429 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
575 | $19,550 | |
| 6 | SHAK |
Shake Shack Inc.
|
300 | $16,806 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
116 | $8,411 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
19 | $776 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,346 | 19,291 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,722,366 | 19,225 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,602,094 | 19,025 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,354,360 | 16,009 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,460,214 | 15,936 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,327,156 | 13,530 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,108,505 | 12,148 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,238,902 | 12,708 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,029,177 | 13,220 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,169,608 | 12,798 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,212,030 | 12,624 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,165,881 | 12,774 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,261,528 | 12,735 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,320,888 | 12,685 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,268,272 | 12,785 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,090,408 | 12,941 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $894,450 | 11,709 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $835,013 | 9,179 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,035,652 | 8,854 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $976,684 | 8,854 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,232,034 | 11,019 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,194,430 | 10,931 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,190,794 | 11,131 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $977,855 | 11,381 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $793,373 | 10,781 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $993,659 | 15,115 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||