CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in SBUX — Starbucks Corp
CIK 1766904
RICHMOND, VA
Position in SBUX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$521,469
+$79,706 QoQ
Shares Held
5,103
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,358
of 2,381 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,130,033 across 6 Restaurants names. SBUX ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
3,207 | $866,877 | |
| 2 | SBUX |
Starbucks Corp
This page
|
5,103 | $521,469 | |
| 3 | DRI |
Darden Restaurants Inc
|
1,467 | $302,213 | |
| 4 | YUM |
Yum Brands Inc
|
1,619 | $258,809 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
1,536 | $111,373 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
2,038 | $69,292 |
All Filings in SBUX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,469 | 5,103 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $441,763 | 4,931 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $330,013 | 3,919 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $337,296 | 3,987 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $344,982 | 3,765 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $356,946 | 3,639 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $180,672 | 1,980 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,663,468 | 17,063 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,289,192 | 16,560 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $1,430,524 | 15,653 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $7,004,023 | 72,951 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $6,259,021 | 68,577 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $6,535,582 | 65,976 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $6,879,764 | 66,069 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,508,512 | 65,610 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,799,536 | 45,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $781,928 | 10,236 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $269,180 | 2,959 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $369,508 | 3,159 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $357,294 | 3,239 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $334,200 | 2,989 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $310,217 | 2,839 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $550,091 | 5,142 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $523,424 | 6,092 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||