Global Retirement Partners, LLC
PensionPosition in SBUX — Starbucks Corp
CIK 1749744
San Rafael, CA
Position in SBUX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,385,688
-$567,207 QoQ
Shares Held
42,917
-27.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#539
of 2,388 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Derivatives in SBUX
reported options exposure · as of Sep 30, 2025CallValue
$460
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, 2026Global Retirement Partners, LLC holds $15,203,684 across 28 Restaurants names. SBUX ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
23,946 | $6,472,843 | |
| 2 | SBUX |
Starbucks Corp
This page
|
42,917 | $4,385,688 | |
| 3 | DPZ |
Dominos Pizza Inc
|
4,166 | $1,233,302 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
17,050 | $579,700 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
2,832 | $547,227 | |
| 6 | BROS |
Dutch Bros Inc.
|
6,605 | $474,305 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,580 | $325,495 | |
| 8 | YUM |
Yum Brands Inc
|
1,820 | $290,945 |
All Filings in SBUX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,385,688 | 42,917 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,952,895 | 58,816 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,516,540 | 53,387 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $460 | 100 | Call | Sole | 2025-10-21 | |
| 2025-06-30 | $5,986,096 | 65,329 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,685,687 | 51,350 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,551,125 | 46,683 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,623,372 | 46,543 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,077,558 | 33,675 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,111,204 | 32,405 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,088,440 | 22,882 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,382,095 | 24,047 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,478,398 | 23,801 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,937,376 | 19,530 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,668,685 | 19,804 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,363,943 | 17,855 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,659,747 | 18,245 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,283,125 | 11,632 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,270,273 | 11,361 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,219,999 | 11,165 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,160,519 | 10,848 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $922,265 | 10,734 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $912,148 | 12,395 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $752,262 | 11,443 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||