CX Institutional

Position in SBUX — Starbucks Corp

CIK 1737089 AUBURN, IN

Position in SBUX

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$1,693,697

-$21,951 QoQ

Shares Held

16,574

-13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#838

of 2,381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CX Institutional holds $13,867,754 across 13 Restaurants names. SBUX ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	39,602	$10,704,816
2	SBUX	Starbucks Corp This page	16,574	$1,693,697
3	YUM	Yum Brands Inc	3,232	$516,667
4	DRI	Darden Restaurants Inc	2,236	$460,638
5	CMG	Chipotle Mexican Grill Inc	6,878	$233,852
6	DPZ	Dominos Pizza Inc	564	$166,966
7	YUMC	Yum China Holdings, Inc.	724	$29,589
8	BROS	Dutch Bros Inc.	322	$23,122

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,693,697	16,574	-13.5%	Shares	Sole	2026-07-02
2026-03-31	$1,715,648	19,150	+44.0%	Shares	Sole	2026-04-06
2025-12-31	$1,119,571	13,295	+1.2%	Shares	Sole	2026-02-02
2025-09-30	$1,110,967	13,132	+58.5%	Shares	Sole	2025-10-23
2025-06-30	$759,337	8,287	+5.3%	Shares	Sole	2025-07-16
2025-03-31	$771,674	7,867	+1.8%	Shares	Sole	2025-04-15
2024-12-31	$705,271	7,729	+23.1%	Shares	Sole	2025-01-21
2024-09-30	$612,237	6,280	-18.4%	Shares	Sole	2024-10-11
2024-06-30	$598,822	7,692	-7.5%	Shares	Sole	2024-07-11
2024-03-31	$760,364	8,320	-73.9%	Shares	Sole	2024-04-15
2023-12-31	$3,063,391	31,907	-17.1%	Shares	Sole	2024-01-12
2023-09-30	$3,511,339	38,472	+298.7%	Shares	Sole	2023-10-18
2023-06-30	$955,929	9,650	+5.7%	Shares	Sole	2023-07-26
2023-03-31	$950,394	9,127	+33.7%	Shares	Sole	2023-05-04
2022-12-31	$677,040	6,825	+14.0%	Shares	Sole	2023-02-03
2022-09-30	$504,633	5,989	+77.1%	Shares	Sole	2022-11-04
2022-06-30	$258,350	3,382	-11.7%	Shares	Sole	2022-08-02
2022-03-31	$348,233	3,828	-1.7%	Shares	Sole	2022-05-09
2021-12-31	$455,364	3,893	+5.8%	Shares	Sole	2022-01-18
2021-09-30	$405,830	3,679	+5.5%	Shares	Sole	2021-11-10
2021-06-30	$389,769	3,486	+2.0%	Shares	Sole	2021-08-04
2021-03-31	$373,266	3,416	+6.5%	Shares	Sole	2021-04-15
2020-12-31	$343,191	3,208	-34.4%	Shares	Sole	2021-01-12
2020-09-30	$420,406	4,893	+133.8%	Shares	Sole	2020-10-13
2020-06-30	$154,023	2,093	+20.0%	Shares	Sole	2020-08-06
2020-03-31	$114,650	1,744	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.