Creative Planning

Position in SBUX — Starbucks Corp

CIK 1540235 OVERLAND PARK, KS

Back to SBUX Full portfolio

Position in SBUX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$45,519,961

+$2,984,396 QoQ

Shares Held

508,092

+0.6% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.7089267298048385.ToString("F0")% Shared 0.ToString("F0")% None 99.29107327019516.ToString("F0")%

Common Shares in SBUX Over Time

Shares Held

Position Value (USD)

Derivatives in SBUX

reported options exposure · as of Jun 30, 2025

CallValue

$9,163

CallShares

100

PutValue

PutShares

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 Mar 31, 2026

Creative Planning holds $288,745,867 across 29 Restaurants names. SBUX ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	445,841	$138,562,923
2	SBUX	Starbucks Corp This page	508,092	$45,519,961
3	YUM	Yum Brands Inc	146,316	$22,749,210
4	TXRH	Texas Roadhouse, Inc.	85,140	$14,060,019
5	CMG	Chipotle Mexican Grill Inc	420,721	$13,467,279
6	DRI	Darden Restaurants Inc	42,289	$8,290,335
7	EAT	Brinker International, Inc	42,824	$6,113,981
8	DPZ	Dominos Pizza Inc	16,812	$6,031,977

All Filings in SBUX

Export CSV

35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$45,519,961	508,092	+0.6%	Shares	Defined	2026-05-12
2025-12-31	$42,535,565	505,113	+2.3%	Shares	Sole	2026-02-17
2025-09-30	$41,782,924	493,888	-2.9%	Shares	Defined	2025-11-14
2025-06-30	$46,625,375	508,844	+508744.0%	Shares	Defined	2025-08-08
2025-06-30	$9,163	100	-100.0%	Call	Sole	2025-08-08
2025-03-31	$43,461,324	443,076	+8.6%	Shares	Sole	2025-05-15
2024-12-31	$37,215,490	407,841	-2.4%	Shares	Defined	2025-02-14
2024-09-30	$40,719,720	417,681	-4.8%	Shares	Defined	2024-10-11
2024-06-30	$34,151,920	438,689	-0.8%	Shares	Defined	2024-08-15
2024-03-31	$40,402,969	442,094	+1.8%	Shares	Defined	2024-05-13
2023-12-31	$41,675,155	434,071	+108417.8%	Shares	Defined	2024-02-14
2023-09-30	$36,508	400	-99.9%	Call	Sole	2023-11-16
2023-09-30	$39,388,115	431,556	+18.1%	Shares	Sole	2023-11-16
2023-06-30	$36,200,981	365,445	+4.7%	Shares	Sole	2023-07-21
2023-03-31	$36,333,767	348,927	-5.0%	Shares	Sole	2023-05-15
2022-12-31	$36,425,843	367,196	+18259.8%	Shares	Sole	2023-02-10
2022-12-31	$198,400	2,000	+300.0%	Put	Sole	2023-02-10
2022-09-30	$42,130	500	-99.9%	Call	Sole	2022-11-03
2022-09-30	$29,893,510	354,777	+70855.4%	Shares	Sole	2022-11-03
2022-06-30	$38,195	500	-99.9%	Call	Sole	2022-08-15
2022-06-30	$27,291,473	357,265	+5.4%	Shares	Sole	2022-08-15
2022-03-31	$30,832,007	338,925	+15.3%	Shares	Sole	2022-05-16
2021-12-31	$34,393,741	294,039	-7.9%	Shares	Sole	2022-02-11
2021-09-30	$35,213,599	319,224	+4.6%	Shares	Sole	2021-11-10
2021-06-30	$34,128,660	305,238	-6.2%	Shares	Sole	2021-08-04
2021-03-31	$35,548,918	325,331	+23137.9%	Shares	Sole	2021-04-30
2021-03-31	$152,978	1,400	-46.2%	Call	Sole	2021-04-30
2020-12-31	$278,148	2,600	-99.2%	Call	Sole	2021-01-29
2020-12-31	$35,178,126	328,829	+23.3%	Shares	Sole	2021-01-29
2020-09-30	$22,918,558	266,743	+10159.3%	Shares	Sole	2020-11-05
2020-09-30	$223,392	2,600	-99.0%	Call	Sole	2020-11-05
2020-06-30	$19,487,809	264,816	+23974.2%	Shares	Sole	2020-07-23
2020-06-30	$80,949	1,100	-99.6%	Call	Sole	2020-07-23
2020-03-31	$17,440,493	265,295	+88331.7%	Shares	Sole	2020-05-05
2020-03-31	$19,722	300	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.