Position in SBUX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,215,023
+$565,602 QoQ
Shares Held
24,724
+26.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Sep 30, 2020CallValue
$42,960
CallShares
500
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 Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $11,596,096 across 9 Restaurants names. SBUX ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
19,671 | $6,113,550 | |
| 2 | SBUX |
Starbucks Corp
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|
24,724 | $2,215,023 | |
| 3 | EAT |
Brinker International, Inc
|
5,477 | $781,951 | |
| 4 | YUM |
Yum Brands Inc
|
4,222 | $656,436 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
7,349 | $543,091 | |
| 6 | DRI |
Darden Restaurants Inc
|
2,090 | $409,723 | |
| 7 | NATH |
Nathans Famous, Inc.
|
3,251 | $327,473 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
8,863 | $283,704 |
All Filings in SBUX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,215,023 | 24,724 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,649,421 | 19,587 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,450,974 | 17,151 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,636,145 | 17,856 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,711,866 | 17,452 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,145,552 | 12,554 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,308,315 | 13,420 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,359,416 | 17,462 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,199,300 | 24,065 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,354,453 | 24,523 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,107,333 | 23,089 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,817,255 | 18,345 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,979,198 | 19,007 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,847,897 | 18,628 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,726,990 | 32,364 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,150,891 | 15,066 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,191,343 | 13,096 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,632,082 | 13,953 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,479,698 | 13,414 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,447,156 | 12,943 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,266,985 | 11,595 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $871,673 | 8,148 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $42,960 | 500 | Call | Sole | 2020-10-23 | |
| 2020-09-30 | $638,385 | 7,430 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $73,590 | 1,000 | Call | Sole | 2020-07-15 | |
| 2020-06-30 | $650,609 | 8,841 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $380,700 | 5,791 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||