Position in SBUX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,833,916
+$963,166 QoQ
Shares Held
86,446
-1.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#364
of 2,381 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Sowell Financial Services LLC holds $21,540,029 across 10 Restaurants names. SBUX ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
86,446 | $8,833,916 | |
| 2 | MCD |
Mcdonalds Corp
|
25,071 | $6,776,942 | |
| 3 | DRI |
Darden Restaurants Inc
|
12,178 | $2,508,789 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
30,426 | $1,034,484 | |
| 5 | YUM |
Yum Brands Inc
|
6,073 | $970,829 | |
| 6 | CAVA |
Cava Group, Inc.
|
5,795 | $454,791 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
5,547 | $402,212 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,232 | $238,059 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,833,916 | 86,446 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,870,750 | 87,853 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,638,604 | 90,709 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,909,423 | 93,492 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,314,139 | 90,736 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,739,426 | 89,096 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,388,521 | 91,929 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,085,190 | 93,191 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $7,405,714 | 95,128 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,988,308 | 87,409 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,362,086 | 87,096 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,793,910 | 85,394 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,166,011 | 82,435 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,064,868 | 77,450 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,618,595 | 86,881 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,143,141 | 84,775 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,406,370 | 83,864 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $6,524,820 | 55,782 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $9,002,399 | 81,610 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $10,547,708 | 94,336 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $15,750,942 | 144,147 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $15,525,365 | 145,124 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $12,154,930 | 141,468 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,152,623 | 137,962 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,183,680 | 139,697 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||