Position in SBUX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$30,166,590
+$2,510,068 QoQ
Shares Held
295,201
-4.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#190
of 2,381 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, 2026Gradient Investments LLC holds $66,753,896 across 5 Restaurants names. SBUX ranks #2 (45.2% of the industry book) .
All Filings in SBUX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,166,590 | 295,201 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $27,656,522 | 308,701 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $27,818,268 | 330,344 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $23,127,863 | 273,379 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $33,648,826 | 367,225 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $33,937,080 | 345,979 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $29,955,458 | 328,279 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $34,562,544 | 354,524 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $24,680,551 | 317,027 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $26,075,577 | 285,322 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $23,042,400 | 240,000 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $15,426,820 | 169,024 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $16,957,784 | 171,187 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $17,256,111 | 165,717 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $15,748,396 | 158,754 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $14,759,487 | 175,166 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $13,213,331 | 172,972 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $13,428,445 | 147,614 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $399,218 | 3,413 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $438,592 | 3,976 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $437,065 | 3,909 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $448,334 | 4,103 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $12,537,200 | 117,192 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $10,228,002 | 119,041 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $8,871,495 | 120,553 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $10,143,156 | 154,292 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||