Position in SBUX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$333,548
+$12,906 QoQ
Shares Held
3,264
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,664
of 2,381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $1,048,682 across 16 Restaurants names. SBUX ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,452 | $392,490 | |
| 2 | SBUX |
Starbucks Corp
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|
3,264 | $333,548 | |
| 3 | YUM |
Yum Brands Inc
|
974 | $155,703 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
3,266 | $111,044 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,041 | $42,545 | |
| 6 | DRI |
Darden Restaurants Inc
|
18 | $3,708 | |
| 7 | EAT |
Brinker International, Inc
|
18 | $3,024 | |
| 8 | CAVA |
Cava Group, Inc.
|
21 | $1,648 |
All Filings in SBUX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,548 | 3,264 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $320,642 | 3,579 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $301,050 | 3,575 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $453,117 | 5,356 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $501,949 | 5,478 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $516,345 | 5,264 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $480,157 | 5,262 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $511,530 | 5,247 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $422,180 | 5,423 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $363,732 | 3,980 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $448,654 | 4,673 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $410,349 | 4,496 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $437,349 | 4,415 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $450,987 | 4,331 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $382,912 | 3,860 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $311,172 | 3,693 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $246,586 | 3,228 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $250,622 | 2,755 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $224,465 | 1,919 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $136,012 | 1,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $70,775 | 633 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $69,167 | 633 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $67,718 | 633 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $54,387 | 633 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $46,582 | 633 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $41,613 | 633 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||