Position in SBUX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,548,343
+$1,990,642 QoQ
Shares Held
34,723
+99.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#597
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)
Derivatives in SBUX
reported options exposure · as of Jun 30, 2024CallValue
$70,065
CallShares
900
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 Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $12,748,826 across 7 Restaurants names. SBUX ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
25,947 | $7,013,733 | |
| 2 | SBUX |
Starbucks Corp
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|
34,723 | $3,548,343 | |
| 3 | DPZ |
Dominos Pizza Inc
|
1,808 | $535,240 | |
| 4 | YUM |
Yum Brands Inc
|
3,328 | $532,014 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
2,431 | $469,742 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
10,252 | $348,568 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,462 | $301,186 |
All Filings in SBUX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,548,343 | 34,723 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,557,701 | 17,387 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,651,105 | 19,607 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,709,343 | 20,205 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,959,324 | 21,383 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,149,151 | 21,910 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,774,447 | 19,446 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,102,176 | 21,563 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,487,479 | 19,107 | Shares | Sole | 2024-08-05 | |
| 2024-06-30 | $70,065 | 900 | Call | Sole | 2024-08-05 | |
| 2024-03-31 | $2,468,078 | 27,006 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,862,346 | 29,813 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,532,012 | 27,742 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,754,957 | 27,811 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,927,198 | 28,111 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,701,612 | 27,234 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,312,768 | 27,448 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,877,589 | 24,579 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,317,642 | 25,477 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,827,515 | 24,173 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,698,954 | 24,467 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,590,637 | 23,170 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,392,685 | 21,897 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,161,209 | 20,202 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,760,586 | 20,491 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,570,337 | 21,339 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $621,374 | 9,452 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||