Position in SBUX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$401,300
+$43,478 QoQ
Shares Held
3,927
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,536
of 2,388 holders
Holding Since
Sep 2021
20 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, 2026Clearstead Trust, LLC holds $4,201,045 across 11 Restaurants names. SBUX ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
13,370 | $3,614,044 | |
| 2 | SBUX |
Starbucks Corp
This page
|
3,927 | $401,300 | |
| 3 | YUM |
Yum Brands Inc
|
500 | $79,930 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
2,000 | $68,000 | |
| 5 | DPZ |
Dominos Pizza Inc
|
39 | $11,545 | |
| 6 | WEN |
Wendy's Co
|
1,054 | $8,737 | |
| 7 | DRI |
Darden Restaurants Inc
|
28 | $5,768 | |
| 8 | CAVA |
Cava Group, Inc.
|
58 | $4,551 |
All Filings in SBUX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,300 | 3,927 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $357,822 | 3,994 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $390,734 | 4,640 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $479,935 | 5,673 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $567,189 | 6,190 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $579,319 | 5,906 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $539,013 | 5,907 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $178,601 | 1,832 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $139,273 | 1,789 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $163,496 | 1,789 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $166,961 | 1,739 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $158,718 | 1,739 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $172,265 | 1,739 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $158,589 | 1,523 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $151,081 | 1,523 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $128,327 | 1,523 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $116,341 | 1,523 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $138,547 | 1,523 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $178,145 | 1,523 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $168,002 | 1,523 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||