Position in SBUX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,685,812
+$2,350,997 QoQ
Shares Held
75,211
+26.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#389
of 2,388 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $88,784,929 across 6 Restaurants names. SBUX ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
282,614 | $76,393,390 | |
| 2 | SBUX |
Starbucks Corp
This page
|
75,211 | $7,685,812 | |
| 3 | YUM |
Yum Brands Inc
|
14,820 | $2,369,125 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,168 | $1,064,659 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
27,897 | $948,498 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
7,914 | $323,445 |
All Filings in SBUX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,685,812 | 75,211 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,334,815 | 59,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,019,926 | 59,612 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $5,064,848 | 55,275 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,729,534 | 58,411 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,429,740 | 59,504 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,776,334 | 69,508 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,068,018 | 77,945 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $57,383,689 | 627,899 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $57,033,876 | 594,041 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $53,129,270 | 582,111 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $990,600 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $108,191 | 1,039 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $53,184,294 | 536,132 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $37,772,104 | 494,464 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $38,860,291 | 427,177 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $44,131,143 | 377,286 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $38,179,945 | 346,115 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $34,788,675 | 311,141 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $29,883,159 | 273,480 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,521,322 | 210,519 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $17,148,772 | 199,590 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $13,758,827 | 186,966 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,281,444 | 171,607 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||