Position in SBUX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,355,542
+$319,423 QoQ
Shares Held
42,622
-5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#544
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)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $27,016,890 across 10 Restaurants names. SBUX ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
70,636 | $19,093,617 | |
| 2 | SBUX |
Starbucks Corp
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|
42,622 | $4,355,542 | |
| 3 | YUM |
Yum Brands Inc
|
7,324 | $1,170,814 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
17,564 | $597,176 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,336 | $395,509 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,953 | $377,378 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
4,115 | $298,378 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,087 | $293,487 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,355,542 | 42,622 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,036,119 | 45,051 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,899,350 | 34,430 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,947,436 | 46,660 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,584,432 | 50,032 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,939,490 | 40,162 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,944,098 | 43,223 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,816,298 | 49,403 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,251,560 | 41,767 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,567,236 | 28,091 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,149,416 | 32,803 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,671,336 | 18,312 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,500,957 | 15,152 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,676,701 | 16,102 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,344,556 | 13,554 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $991,908 | 11,772 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $643,203 | 8,420 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $944,086 | 10,378 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,076,708 | 9,205 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,017,058 | 9,220 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $903,760 | 8,083 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $669,388 | 6,126 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $766,297 | 7,163 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $657,459 | 7,652 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $530,363 | 7,207 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $426,258 | 6,484 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||