Position in SBUX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,250,090
+$198,214 QoQ
Shares Held
12,233
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#955
of 2,381 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $13,119,547 across 6 Restaurants names. SBUX ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,146 | $8,689,385 | |
| 2 | DRI |
Darden Restaurants Inc
|
7,220 | $1,487,392 | |
| 3 | SBUX |
Starbucks Corp
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|
12,233 | $1,250,090 | |
| 4 | BROS |
Dutch Bros Inc.
|
10,556 | $758,026 | |
| 5 | YUM |
Yum Brands Inc
|
4,605 | $736,155 | |
| 6 | LOCO |
El Pollo Loco Holdings, Inc.
|
11,704 | $198,499 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250,090 | 12,233 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,051,876 | 11,741 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,123,666 | 72,719 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,934,351 | 70,146 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,235,513 | 68,051 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,780,765 | 69,128 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,016,021 | 65,929 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,312,574 | 64,751 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,458,625 | 57,272 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $921,211 | 10,080 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $967,780 | 10,080 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $801,441 | 8,781 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $985,151 | 9,945 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,006,520 | 9,666 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,252,697 | 12,628 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $435,118 | 5,164 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $402,651 | 5,271 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $640,701 | 7,043 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $706,849 | 6,043 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $544,269 | 4,934 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,716,618 | 15,353 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,748,975 | 16,006 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,826,576 | 17,074 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,370,509 | 15,951 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,278,184 | 17,369 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,150,515 | 17,501 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||