Position in SBUX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$537,002
-$51,955 QoQ
Shares Held
5,255
-20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#369
of 773 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,160,874 across 34 Restaurants names. SBUX ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,683 | $1,265,857 | |
| 2 | SBUX |
Starbucks Corp
This page
|
5,255 | $537,002 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
2,279 | $440,367 | |
| 4 | EAT |
Brinker International, Inc
|
1,982 | $332,976 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,766 | $332,044 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,369 | $282,023 | |
| 7 | YUM |
Yum Brands Inc
|
1,507 | $240,903 | |
| 8 | DPZ |
Dominos Pizza Inc
|
431 | $127,589 |
All Filings in SBUX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,002 | 5,255 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $588,957 | 6,574 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $384,749 | 4,569 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $348,550 | 4,120 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $373,847 | 4,080 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $402,166 | 4,100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,114,615 | 12,215 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,238,021 | 12,699 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $980,205 | 12,591 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,093,387 | 11,964 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,219,037 | 12,697 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,129,281 | 12,373 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,135,523 | 11,463 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $386,737 | 3,714 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $429,137 | 4,326 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $205,930 | 2,444 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $145,750 | 1,908 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $259,444 | 2,852 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $413,137 | 3,532 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||