Position in SBUX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$6,152,324
+$2,151,676 QoQ
Shares Held
68,672
+44.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Mutual Advisors, LLC holds $15,292,707 across 9 Restaurants names. SBUX ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
68,672 | $6,152,324 | |
| 2 | MCD |
Mcdonalds Corp
|
15,997 | $4,971,707 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
30,732 | $983,731 | |
| 4 | BLMN |
Bloomin' Brands, Inc.
|
147,878 | $798,541 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,797 | $644,745 | |
| 6 | DRI |
Darden Restaurants Inc
|
3,076 | $603,019 | |
| 7 | YUM |
Yum Brands Inc
|
2,884 | $448,404 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
2,252 | $371,895 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,152,324 | 68,672 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,000,648 | 47,508 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,123,234 | 48,738 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,200,319 | 45,840 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,374,519 | 44,597 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,174,505 | 45,748 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,581,640 | 46,996 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,540,695 | 45,481 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,115,200 | 45,029 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,041,348 | 42,093 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,553,597 | 38,935 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,001,132 | 40,391 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,446,038 | 42,697 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,196,160 | 42,300 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,936,461 | 34,850 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,480,820 | 19,385 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,846,963 | 20,303 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,455,551 | 20,993 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,243,815 | 20,341 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,257,220 | 20,188 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,267,571 | 20,752 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,327,991 | 21,761 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,405,244 | 27,994 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,019,971 | 27,449 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,096,411 | 16,678 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||