Position in SBUX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,378,534
+$507,171 QoQ
Shares Held
42,847
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#539
of 2,381 holders
Holding Since
Mar 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, 2026Prospera Financial Services Inc holds $25,452,004 across 7 Restaurants names. SBUX ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
66,075 | $17,860,733 | |
| 2 | SBUX |
Starbucks Corp
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|
42,847 | $4,378,534 | |
| 3 | BROS |
Dutch Bros Inc.
|
15,776 | $1,132,874 | |
| 4 | YUM |
Yum Brands Inc
|
6,158 | $984,417 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
8,186 | $593,566 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
12,170 | $413,780 | |
| 7 | SG |
Sweetgreen, Inc.
|
10,000 | $88,100 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,378,534 | 42,847 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,871,363 | 43,212 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,845,533 | 45,666 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,112,659 | 48,613 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,083,998 | 55,484 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,243,204 | 53,453 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,503,278 | 49,351 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,888,246 | 50,141 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,233,638 | 54,382 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,314,156 | 47,206 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $4,255,355 | 44,322 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,906,538 | 42,802 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,414,113 | 44,560 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,593,392 | 92,129 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,785,139 | 28,076 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,171,628 | 49,509 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,888,938 | 50,909 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,480,636 | 49,254 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,284,260 | 36,627 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,840,442 | 34,815 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,934,705 | 35,191 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,985,951 | 36,478 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,042,560 | 37,788 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $3,617,757 | 49,161 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,175,402 | 33,091 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||