WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SBUX — Starbucks Corp
CIK 1632972
PLYMOUTH, MN
Position in SBUX
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$39,393,170
+$2,482,833 QoQ
Shares Held
439,705
+0.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 22.260379117817628.ToString("F0")%
Shared 0.ToString("F0")%
None 77.73962088218236.ToString("F0")%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Derivatives in SBUX
reported options exposure · as of Sep 30, 2024CallValue
$29,247
CallShares
300
PutValue
$0
PutShares
0
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $231,452,865 across 20 Restaurants names. SBUX ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
253,086 | $78,656,597 | |
| 2 | YUM |
Yum Brands Inc
|
264,716 | $41,158,043 | |
| 3 | SBUX |
Starbucks Corp
This page
|
439,705 | $39,393,170 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
294,561 | $21,768,057 | |
| 5 | DRI |
Darden Restaurants Inc
|
78,465 | $15,382,278 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
383,858 | $12,287,294 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
48,436 | $7,998,721 | |
| 8 | DPZ |
Dominos Pizza Inc
|
14,221 | $5,102,352 |
All Filings in SBUX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,393,170 | 439,705 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $36,910,337 | 438,313 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $36,764,199 | 434,565 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $41,786,395 | 456,034 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $46,374,597 | 472,776 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $40,758,363 | 446,667 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $44,874,744 | 460,301 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $29,247 | 300 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $43,244,429 | 555,484 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $48,557,334 | 531,320 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $48,537,663 | 505,548 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $46,559,930 | 510,134 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $826,754 | 8,346 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $964,660 | 9,264 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $5,126,532 | 67,110 | Shares | Sole | 2022-07-18 | |
| 2021-03-31 | $4,422,484 | 40,473 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,182,811 | 39,099 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||