Position in SBUX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,512,306
+$1,573,852 QoQ
Shares Held
269,227
-7.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#197
of 2,381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 5%
None 38%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $279,034,385 across 21 Restaurants names. SBUX ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
489,118 | $132,213,484 | |
| 2 | DRI |
Darden Restaurants Inc
|
173,936 | $35,832,552 | |
| 3 | SBUX |
Starbucks Corp
This page
|
269,227 | $27,512,306 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
118,554 | $22,908,188 | |
| 5 | YUM |
Yum Brands Inc
|
137,200 | $21,932,790 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
376,917 | $12,815,178 | |
| 7 | DPZ |
Dominos Pizza Inc
|
32,582 | $9,645,574 | |
| 8 | EAT |
Brinker International, Inc
|
36,661 | $6,159,048 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,512,306 | 269,227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,938,454 | 289,524 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $45,305,062 | 538,001 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $22,569,926 | 266,784 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $27,786,614 | 303,248 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,355,786 | 299,274 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $31,001,001 | 339,737 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $34,526,083 | 354,150 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,703,595 | 317,323 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $34,047,984 | 372,557 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $148,566,930 | 1,547,411 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $24,272,343 | 265,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $36,391,870 | 367,372 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,675,875 | 342,609 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $33,176,448 | 334,440 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,516,823 | 148,550 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,195,892 | 159,653 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $12,025,051 | 132,187 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $24,132,197 | 206,311 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,689,924 | 196,627 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $21,200,294 | 189,610 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $19,938,387 | 182,469 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $12,366,139 | 115,593 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,643,059 | 112,233 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,986,531 | 67,761 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,965,626 | 29,900 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||