Valeo Financial Advisors, LLC

Position in SBUX — Starbucks Corp

CIK 1722641 CARMEL, IN

Back to SBUX Full portfolio

Position in SBUX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,863,261

+$204,230 QoQ

Shares Held

28,019

-5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#667

of 2,381 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SBUX Over Time

Shares Held

Position Value (USD)

Derivatives in SBUX

reported options exposure · as of Mar 31, 2021

CallValue

$43,708

CallShares

400

PutValue

PutShares

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 Jun 30, 2026

Valeo Financial Advisors, LLC holds $10,845,230 across 6 Restaurants names. SBUX ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	20,516	$5,545,679
2	SBUX	Starbucks Corp This page	28,019	$2,863,261
3	YUM	Yum Brands Inc	8,882	$1,419,876
4	BROS	Dutch Bros Inc.	4,921	$353,377
5	TXRH	Texas Roadhouse, Inc.	1,736	$335,447
6	CMG	Chipotle Mexican Grill Inc	9,635	$327,590

All Filings in SBUX

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,863,261	28,019	-5.6%	Shares	Sole	2026-07-08
2026-03-31	$2,659,031	29,680	-10.5%	Shares	Sole	2026-05-08
2025-12-31	$2,794,003	33,179	-0.8%	Shares	Sole	2026-02-04
2025-09-30	$2,829,108	33,441	-46.2%	Shares	Sole	2025-11-03
2025-03-31	$6,093,841	62,125	+1.4%	Shares	Sole	2025-04-30
2024-12-31	$5,587,967	61,238	-2.1%	Shares	Sole	2025-01-30
2024-09-30	$6,095,074	62,520	-10.4%	Shares	Sole	2024-10-10
2024-06-30	$5,433,307	69,792	+9.9%	Shares	Sole	2024-07-10
2023-12-31	$6,098,459	63,519	+0.7%	Shares	Sole	2024-01-29
2023-09-30	$5,756,033	63,066	-11.8%	Shares	Sole	2023-10-20
2023-06-30	$7,086,158	71,534	-1.7%	Shares	Sole	2023-07-14
2023-03-31	$7,575,769	72,753	+4.5%	Shares	Sole	2023-04-17
2022-12-31	$6,904,716	69,604	+3.7%	Shares	Sole	2023-02-09
2022-09-30	$5,656,963	67,137	-1.2%	Shares	Sole	2022-10-31
2022-06-30	$5,191,846	67,965	-6.9%	Shares	Sole	2022-08-03
2022-03-31	$6,641,173	73,004	+2.6%	Shares	Sole	2022-04-28
2021-12-31	$8,326,158	71,182	+4.2%	Shares	Sole	2022-01-07
2021-09-30	$7,537,923	68,334	-3.5%	Shares	Sole	2021-11-02
2021-06-30	$7,920,955	70,843	+0.6%	Shares	Sole	2021-07-22
2021-03-31	$43,708	400	—	Call	Sole	2021-04-12
2021-03-31	$7,697,743	70,447	-30.1%	Shares	Sole	2021-04-12
2020-12-31	$10,779,839	100,765	+131.8%	Shares	Sole	2021-02-11
2020-09-30	$3,735,457	43,476	-2.6%	Shares	Sole	2020-10-28
2020-06-30	$3,286,014	44,653	+82.0%	Shares	Sole	2020-07-20
2020-03-31	$1,612,799	24,533	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.