Horizon Investments, LLC

Position in SBUX — Starbucks Corp

CIK 1560717 Charlotte, NC

Position in SBUX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,285,439

+$611,891 QoQ

Shares Held

41,936

+2.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#551

of 2,388 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Cyclical · as of Jun 30, 2026

Horizon Investments, LLC holds $36,328,428 across 15 Restaurants names. SBUX ranks #2 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	72,369	$19,562,064
2	SBUX	Starbucks Corp This page	41,936	$4,285,439
3	YUM	Yum Brands Inc	25,997	$4,155,880
4	DRI	Darden Restaurants Inc	14,525	$2,992,295
5	CMG	Chipotle Mexican Grill Inc	60,274	$2,049,316
6	DPZ	Dominos Pizza Inc	5,256	$1,555,986
7	BJRI	BJs RESTAURANTS INC	17,151	$1,041,751
8	TXRH	Texas Roadhouse, Inc.	1,858	$359,021

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,285,439	41,936	+2.3%	Shares	Sole	2026-08-13
2026-03-31	$3,673,548	41,004	+6.6%	Shares	Sole	2026-05-15
2025-12-31	$3,239,642	38,471	-13.5%	Shares	Sole	2026-02-02
2025-09-30	$3,764,446	44,497	+5.1%	Shares	Sole	2025-11-14
2025-06-30	$3,878,056	42,323	+57.3%	Shares	Sole	2025-08-14
2025-03-31	$2,638,621	26,900	+4.7%	Shares	Sole	2025-05-13
2024-12-31	$2,345,307	25,702	+2.8%	Shares	Sole	2025-02-10
2024-09-30	$2,437,250	25,000	+15.8%	Shares	Sole	2024-11-13
2024-06-30	$1,681,092	21,594	+1.0%	Shares	Sole	2024-08-09
2024-03-31	$1,954,009	21,381	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$2,041,940	21,268	+160.2%	Shares	Sole	2024-02-14
2023-09-30	$746,132	8,175	+3.0%	Shares	Sole	2023-11-14
2023-06-30	$786,041	7,935	+29.6%	Shares	Sole	2023-08-14
2023-03-31	$637,379	6,121	+7.7%	Shares	Sole	2023-05-15
2022-12-31	$563,654	5,682	-39.8%	Shares	Sole	2023-02-14
2022-09-30	$794,656	9,431	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$748,087	9,793	-56.4%	Shares	Sole	2022-08-12
2022-03-31	$2,042,185	22,449	-21.2%	Shares	Sole	2022-05-16
2021-12-31	$3,331,188	28,479	-22.0%	Shares	Sole	2022-02-15
2021-09-30	$4,025,984	36,497	+56.0%	Shares	Sole	2021-11-15
2021-06-30	$2,616,689	23,403	-9.7%	Shares	Sole	2021-08-13
2021-03-31	$2,830,420	25,903	+190.8%	Shares	Sole	2021-05-14
2020-09-30	$765,461	8,909	-44.9%	Shares	Sole	2020-11-16
2020-06-30	$1,189,214	16,160	+68.6%	Shares	Sole	2020-08-13
2020-03-31	$629,986	9,583	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.