Position in SBUX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$138,876
+$10,763 QoQ
Shares Held
1,359
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,050
of 2,381 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Costello Asset Management, INC holds $650,465 across 8 Restaurants names. SBUX ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YUM |
Yum Brands Inc
|
1,337 | $213,732 | |
| 2 | SBUX |
Starbucks Corp
This page
|
1,359 | $138,876 | |
| 3 | DRI |
Darden Restaurants Inc
|
670 | $138,026 | |
| 4 | MCD |
Mcdonalds Corp
|
363 | $98,122 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,000 | $40,870 | |
| 6 | PZZA |
Papa Johns International Inc
|
350 | $12,869 | |
| 7 | BLMN |
Bloomin' Brands, Inc.
|
500 | $4,570 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
100 | $3,400 |
All Filings in SBUX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,876 | 1,359 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $128,113 | 1,430 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $117,894 | 1,400 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $113,787 | 1,345 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $122,784 | 1,340 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $130,950 | 1,335 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,212 | 90 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,211,223 | 32,939 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,162,967 | 40,629 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,318,817 | 47,257 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,829,934 | 39,891 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $7,392 | 81 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,420 | 85 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||