Position in SBUX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,513,447
+$271,862 QoQ
Shares Held
28,055
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Arkadios Wealth Advisors holds $28,445,520 across 12 Restaurants names. SBUX ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
35,295 | $10,969,332 | |
| 2 | DRI |
Darden Restaurants Inc
|
39,238 | $7,692,217 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
54,726 | $4,044,250 | |
| 4 | SBUX |
Starbucks Corp
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|
28,055 | $2,513,447 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
71,413 | $748,407 | |
| 6 | PZZA |
Papa Johns International Inc
|
20,040 | $649,495 | |
| 7 | YUM |
Yum Brands Inc
|
3,345 | $520,079 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
10,466 | $335,015 |
All Filings in SBUX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,513,447 | 28,055 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,241,585 | 26,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,934,378 | 22,865 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,074,136 | 22,636 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,116,362 | 11,381 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $867,422 | 9,506 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,029,006 | 10,555 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $712,716 | 9,155 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $952,557 | 10,423 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $995,335 | 10,367 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $979,235 | 10,729 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $988,717 | 9,981 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $997,981 | 9,584 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $729,219 | 7,351 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $646,779 | 7,676 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $508,910 | 6,662 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $713,477 | 7,843 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $967,575 | 8,272 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $887,664 | 8,047 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,028,540 | 9,199 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $783,902 | 7,174 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $694,193 | 6,489 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $439,566 | 5,116 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $395,693 | 5,377 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $284,128 | 4,322 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||