Position in SBUX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,589,494
+$444,889 QoQ
Shares Held
25,340
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#702
of 2,381 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $19,570,509 across 9 Restaurants names. SBUX ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
184,039 | $6,257,326 | |
| 2 | MCD |
Mcdonalds Corp
|
22,049 | $5,960,065 | |
| 3 | SBUX |
Starbucks Corp
This page
|
25,340 | $2,589,494 | |
| 4 | WEN |
Wendy's Co
|
244,705 | $2,028,604 | |
| 5 | SHAK |
Shake Shack Inc.
|
15,484 | $867,413 | |
| 6 | YUM |
Yum Brands Inc
|
3,729 | $596,117 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,616 | $538,922 | |
| 8 | CAVA |
Cava Group, Inc.
|
6,432 | $504,783 |
All Filings in SBUX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,589,494 | 25,340 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,144,605 | 23,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,736,747 | 20,624 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,877,697 | 22,195 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,047,380 | 22,344 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,641,493 | 37,124 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,223,223 | 35,323 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,890,435 | 39,906 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,528,723 | 32,482 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,466,169 | 16,043 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,496,315 | 15,585 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,393,327 | 15,266 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,392,585 | 14,058 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,137,307 | 10,922 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,073,046 | 10,817 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $743,004 | 8,818 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $382,331 | 5,005 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $271,545 | 2,985 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $277,803 | 2,375 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $215,214 | 1,951 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||