Position in SBUX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$312,087
+$40,361 QoQ
Shares Held
3,054
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,717
of 2,388 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 17%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $2,252,764 across 8 Restaurants names. SBUX ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,587 | $1,510,221 | |
| 2 | SBUX |
Starbucks Corp
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|
3,054 | $312,087 | |
| 3 | DRI |
Darden Restaurants Inc
|
1,328 | $273,581 | |
| 4 | YUM |
Yum Brands Inc
|
616 | $98,473 | |
| 5 | DPZ |
Dominos Pizza Inc
|
105 | $31,084 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
189 | $15,033 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
170 | $6,947 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
157 | $5,338 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,087 | 3,054 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $271,726 | 3,033 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $287,239 | 3,411 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $251,853 | 2,977 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $274,248 | 2,993 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $344,786 | 3,515 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $346,020 | 3,792 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $422,131 | 4,330 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $303,770 | 3,902 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $356,603 | 3,902 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $408,426 | 4,254 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $356,318 | 3,904 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $379,102 | 3,827 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $439,845 | 4,224 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $379,638 | 3,827 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $315,469 | 3,744 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $286,004 | 3,744 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $346,959 | 3,814 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $446,123 | 3,814 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $457,014 | 4,143 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $463,228 | 4,143 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $455,983 | 4,173 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $403,635 | 3,773 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $328,042 | 3,818 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $280,966 | 3,818 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $234,560 | 3,568 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||