Position in SBUX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$602,044
+$23,353 QoQ
Shares Held
6,720
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 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 Mar 31, 2026Strategic Wealth Partners, Ltd. holds $10,370,531 across 11 Restaurants names. SBUX ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
44,867 | $8,795,726 | |
| 2 | SBUX |
Starbucks Corp
This page
|
6,720 | $602,044 | |
| 3 | MCD |
Mcdonalds Corp
|
1,870 | $581,177 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
3,307 | $244,387 | |
| 5 | CAVA |
Cava Group, Inc.
|
780 | $63,102 | |
| 6 | YUM |
Yum Brands Inc
|
402 | $62,502 | |
| 7 | BROS |
Dutch Bros Inc.
|
400 | $20,264 | |
| 8 | EAT |
Brinker International, Inc
|
8 | $1,142 |
All Filings in SBUX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $602,044 | 6,720 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $578,691 | 6,872 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $680,437 | 8,043 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $778,030 | 8,491 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $10,657,726 | 116,797 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,712,583 | 89,369 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,921,877 | 88,913 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $6,022,601 | 65,900 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $4,665,893 | 48,598 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $3,493,085 | 38,272 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $3,665,814 | 37,006 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $3,492,103 | 33,536 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,102,678 | 31,277 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,048,192 | 24,308 | Shares | Sole | 2023-04-24 | |
| 2021-12-31 | $514,434 | 4,398 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $356,742 | 3,234 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $211,768 | 1,894 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||