Position in SBUX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,749,862
-$513,546 QoQ
Shares Held
36,695
-22.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#585
of 2,388 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)
Derivatives in SBUX
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$994,398
PutShares
10,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $52,972,531 across 14 Restaurants names. SBUX ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
144,126 | $38,958,699 | |
| 2 | SBUX |
Starbucks Corp
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|
36,695 | $3,749,862 | |
| 3 | YUM |
Yum Brands Inc
|
20,633 | $3,298,391 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
50,929 | $1,731,586 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,572 | $1,147,887 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
26,415 | $1,079,581 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
3,964 | $765,963 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
8,657 | $627,719 |
All Filings in SBUX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,749,862 | 36,695 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,263,408 | 47,588 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,990,880 | 47,392 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,791,179 | 44,813 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,069,563 | 44,413 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,930,760 | 40,073 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,621,530 | 39,688 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $8,080,946 | 82,890 | Shares | Sole | 2024-10-21 | |
| 2024-09-30 | $994,398 | 10,200 | Put | Sole | 2024-10-21 | |
| 2024-06-30 | $6,293,082 | 80,836 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,983,282 | 87,354 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,678,576 | 100,808 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,601,695 | 83,288 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,539,962 | 86,210 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,137,015 | 106,953 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $10,547,440 | 106,325 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,284,195 | 74,581 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,437,440 | 71,180 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,606,017 | 28,647 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,051,513 | 26,088 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $1,000,842 | 9,073 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,948,876 | 26,374 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,893,251 | 26,478 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,793,461 | 26,112 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,235,982 | 26,024 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,979,276 | 26,896 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,475,863 | 22,450 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||