Position in SBUX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,030,373
+$335,771 QoQ
Shares Held
39,440
-4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#564
of 2,381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Derivatives in SBUX
reported options exposure · as of Dec 31, 2021CallValue
$11,697
CallShares
100
PutValue
$0
PutShares
0
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $19,592,238 across 10 Restaurants names. SBUX ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
36,036 | $9,740,891 | |
| 2 | SBUX |
Starbucks Corp
This page
|
39,440 | $4,030,373 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
35,506 | $1,207,204 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,611 | $1,155,922 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
13,103 | $1,042,212 | |
| 6 | YUM |
Yum Brands Inc
|
6,080 | $971,948 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,876 | $555,729 | |
| 8 | BROS |
Dutch Bros Inc.
|
6,109 | $438,687 |
All Filings in SBUX
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,030,373 | 39,440 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,694,602 | 41,239 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,661,379 | 19,729 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,158,089 | 13,689 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $504,972 | 5,511 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $543,712 | 5,543 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $583,361 | 6,393 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $947,895 | 9,723 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,803,006 | 23,160 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,783,018 | 19,510 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,392,145 | 14,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,557,705 | 17,067 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $493,913 | 4,986 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $499,719 | 4,799 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,712,787 | 17,266 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,598,412 | 18,970 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,984,459 | 25,978 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,510,829 | 16,608 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,844,265 | 15,767 | Shares | Sole | 2022-02-02 | |
| 2021-12-31 | $11,697 | 100 | Call | Sole | 2022-02-02 | |
| 2021-09-30 | $2,351,919 | 21,321 | Shares | Sole | 2021-11-02 | |
| 2021-09-30 | $11,031 | 100 | Call | Sole | 2021-11-02 | |
| 2021-06-30 | $11,181 | 100 | Call | Sole | 2021-08-04 | |
| 2021-06-30 | $3,090,987 | 27,645 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,012,901 | 27,573 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,191,320 | 29,831 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,128,496 | 24,773 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,478,202 | 20,087 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,418,932 | 21,584 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||