Position in SBUX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,187,323
+$13,667,362 QoQ
Shares Held
579,189
+14.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#129
of 2,388 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Derivatives in SBUX
reported options exposure · as of Jun 30, 2025CallValue
$4
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $302,703,227 across 28 Restaurants names. SBUX ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
414,358 | $112,005,110 | |
| 2 | SBUX |
Starbucks Corp
This page
|
579,189 | $59,187,323 | |
| 3 | YUM |
Yum Brands Inc
|
142,118 | $22,718,982 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
103,968 | $20,089,736 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
391,711 | $13,318,174 | |
| 6 | EAT |
Brinker International, Inc
|
56,746 | $9,533,328 | |
| 7 | DRI |
Darden Restaurants Inc
|
45,924 | $9,460,802 | |
| 8 | DPZ |
Dominos Pizza Inc
|
31,670 | $9,375,586 |
All Filings in SBUX
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,187,323 | 579,189 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $45,519,961 | 508,092 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $42,535,565 | 505,113 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,782,924 | 493,888 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $46,625,375 | 508,844 | Shares | Defined | 2025-08-08 | |
| 2025-06-30 | $4 | 100 | Call | Sole | 2025-08-08 | |
| 2025-03-31 | $43,461,324 | 443,076 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,215,490 | 407,841 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $40,651,512 | 417,681 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $34,151,920 | 438,689 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $40,402,969 | 442,094 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $41,675,155 | 434,071 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,116 | 400 | Call | Sole | 2023-11-16 | |
| 2023-09-30 | $39,388,115 | 431,556 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $36,200,981 | 365,445 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $36,333,767 | 348,927 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,425,843 | 367,196 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $720 | 2,000 | Put | Sole | 2023-02-10 | |
| 2022-09-30 | $42,130 | 500 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $29,893,510 | 354,777 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $38,195 | 500 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $27,291,473 | 357,265 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,832,007 | 338,925 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $34,393,741 | 294,039 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $35,213,599 | 319,224 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $34,128,660 | 305,238 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $35,548,918 | 325,331 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $15,000 | 1,400 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $27,000 | 2,600 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $35,178,126 | 328,829 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $22,918,558 | 266,743 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $9,000 | 2,600 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $19,487,809 | 264,816 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $2,000 | 1,100 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $17,440,493 | 265,295 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $2,000 | 300 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||