Position in SBUX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,652,372
+$1,681,875 QoQ
Shares Held
219,359
+2.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Allworth Financial LP holds $50,383,688 across 32 Restaurants names. SBUX ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
77,344 | $24,037,741 | |
| 2 | SBUX |
Starbucks Corp
This page
|
219,359 | $19,652,372 | |
| 3 | YUM |
Yum Brands Inc
|
13,394 | $2,082,499 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
44,391 | $1,420,955 | |
| 5 | DRI |
Darden Restaurants Inc
|
4,416 | $865,712 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,461 | $571,549 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
11,503 | $561,116 | |
| 8 | BROS |
Dutch Bros Inc.
|
5,351 | $271,081 |
All Filings in SBUX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,652,372 | 219,359 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,970,497 | 213,401 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,685,630 | 209,050 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $18,605,929 | 203,055 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $18,476,722 | 188,365 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $16,534,135 | 181,196 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $17,448,077 | 178,973 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $13,600,861 | 174,706 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,737,129 | 29,950 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,101,658 | 21,890 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,820,014 | 19,941 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,993,482 | 20,124 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,416,544 | 23,207 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,100,261 | 21,172 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,788,249 | 21,223 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,569,203 | 20,542 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,556,860 | 17,114 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,422,355 | 12,160 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,224,882 | 11,104 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $953,739 | 8,530 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $646,878 | 5,920 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $609,144 | 5,694 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $493,094 | 5,739 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $421,155 | 5,723 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $346,186 | 5,266 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||