Position in SBUX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,992,929
+$1,404,891 QoQ
Shares Held
22,245
+218.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Derivatives in SBUX
reported options exposure · as of Jun 30, 2020CallValue
$0
CallShares
0
PutValue
$88,308
PutShares
1,200
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 Mar 31, 2026CERTUITY, LLC holds $6,115,081 across 7 Restaurants names. SBUX ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
22,245 | $1,992,929 | |
| 2 | MCD |
Mcdonalds Corp
|
5,465 | $1,698,467 | |
| 3 | SG |
Sweetgreen, Inc.
|
302,500 | $1,569,975 | |
| 4 | DPZ |
Dominos Pizza Inc
|
1,122 | $402,562 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
7,011 | $224,422 | |
| 6 | YUM |
Yum Brands Inc
|
1,037 | $161,232 | |
| 7 | JACK |
Jack In The Box Inc
|
6,773 | $65,494 |
All Filings in SBUX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,992,929 | 22,245 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $588,038 | 6,983 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $668,340 | 7,900 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $457,783 | 4,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $341,647 | 3,483 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $303,406 | 3,325 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $235,243 | 2,413 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $212,573 | 2,326 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $241,465 | 2,515 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $265,413 | 2,908 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $317,784 | 3,208 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $333,632 | 3,204 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $413,366 | 4,167 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $331,478 | 3,934 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $260,337 | 3,408 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $268,179 | 2,948 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $409,862 | 3,504 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $575,046 | 5,213 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $617,414 | 5,522 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $551,704 | 5,049 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $558,435 | 5,220 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $436,044 | 5,075 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $327,181 | 4,446 | Shares | Sole | 2020-08-11 | |
| 2020-06-30 | $88,308 | 1,200 | Put | Sole | 2020-08-11 | |
| 2020-03-31 | $307,400 | 4,676 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||