Position in SBUX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$609,767
+$65,867 QoQ
Shares Held
5,967
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,295
of 2,388 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 36%
Shared 25%
None 38%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Regal Investment Advisors LLC holds $6,283,407 across 3 Restaurants names. SBUX ranks #2 (9.7% of the industry book) .
All Filings in SBUX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,767 | 5,967 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $543,900 | 6,071 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $551,070 | 6,544 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $565,297 | 6,682 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $580,659 | 6,337 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $692,907 | 7,064 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $696,146 | 7,629 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $888,133 | 9,110 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $769,780 | 9,888 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $754,333 | 8,254 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $711,914 | 7,415 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $720,667 | 7,896 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $783,564 | 7,910 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $656,747 | 6,307 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $541,532 | 5,459 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $481,293 | 5,712 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $404,408 | 5,294 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $493,421 | 5,424 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $769,077 | 6,575 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $734,113 | 6,655 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $742,753 | 6,643 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $722,221 | 6,751 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $480,689 | 6,532 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||