Steward Partners Investment Advisory, LLC
Position in SBUX — Starbucks Corp
CIK 1723397
STAMFORD, CT
Position in SBUX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$12,980,426
-$761,467 QoQ
Shares Held
144,887
-11.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $132,753,775 across 25 Restaurants names. SBUX ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
283,542 | $88,122,018 | |
| 2 | DRI |
Darden Restaurants Inc
|
90,619 | $17,764,948 | |
| 3 | SBUX |
Starbucks Corp
This page
|
144,887 | $12,980,426 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
165,893 | $5,310,234 | |
| 5 | YUM |
Yum Brands Inc
|
22,523 | $3,501,876 | |
| 6 | DPZ |
Dominos Pizza Inc
|
4,596 | $1,648,998 | |
| 7 | BROS |
Dutch Bros Inc.
|
23,975 | $1,214,573 | |
| 8 | SHAK |
Shake Shack Inc.
|
9,587 | $848,161 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,980,426 | 144,887 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,741,893 | 163,186 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,686,165 | 161,775 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,837,412 | 151,014 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,090,432 | 143,648 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,095,278 | 132,551 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,750,522 | 130,788 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,793,452 | 125,799 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,782,079 | 139,863 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,208,495 | 116,743 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,944,687 | 108,959 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,635,488 | 117,459 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,698,668 | 93,140 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,266,931 | 83,336 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,915,049 | 82,068 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,405,912 | 83,858 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,945,932 | 109,332 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,721,516 | 117,308 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $11,272,578 | 102,190 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,015,016 | 80,628 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,747,976 | 89,210 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,582,470 | 80,225 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,382,870 | 97,566 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $6,122,835 | 83,202 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,361,257 | 66,341 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||