Position in SBUX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,446,075
+$715,139 QoQ
Shares Held
27,303
+32.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $16,988,244 across 10 Restaurants names. SBUX ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
27,221 | $8,460,014 | |
| 2 | SBUX |
Starbucks Corp
This page
|
27,303 | $2,446,075 | |
| 3 | PTLO |
Portillo's Inc.
|
263,381 | $1,393,285 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,380 | $1,054,695 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
5,488 | $906,288 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
27,287 | $873,456 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2,135 | $766,016 | |
| 8 | YUM |
Yum Brands Inc
|
3,489 | $542,469 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,446,075 | 27,303 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,730,936 | 20,555 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,535,236 | 18,147 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,681,410 | 18,350 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,831,634 | 18,673 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,516,301 | 16,617 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,596,106 | 16,372 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,529,285 | 19,644 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,740,888 | 19,049 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,645,611 | 17,140 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,562,816 | 17,123 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,647,466 | 16,631 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,671,182 | 16,049 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,591,068 | 16,039 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,303,417 | 15,469 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,106,738 | 14,488 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,345,173 | 14,787 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,582,253 | 13,527 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,528,345 | 13,855 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,248,246 | 11,164 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,217,486 | 11,142 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,145,755 | 10,710 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $792,612 | 9,225 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $736,047 | 10,002 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $647,144 | 9,844 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||