Perennial Investment Advisors, LLC

Position in SBUX — Starbucks Corp

CIK 1801523 Los Angeles, CA

Back to SBUX Full portfolio

Position in SBUX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$785,227

+$78,631 QoQ

Shares Held

7,684

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,151

of 2,381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SBUX Over Time

Shares Held

Position Value (USD)

Derivatives in SBUX

reported options exposure · as of Mar 31, 2023

CallValue

$10,413

CallShares

100

PutValue

PutShares

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 Jun 30, 2026

Perennial Investment Advisors, LLC holds $1,834,911 across 4 Restaurants names. SBUX ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp This page	7,684	$785,227
2	MCD	Mcdonalds Corp	2,085	$563,596
3	BROS	Dutch Bros Inc.	3,441	$247,098
4	YUM	Yum Brands Inc	1,495	$238,990

All Filings in SBUX

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$785,227	7,684	-2.6%	Shares	Sole	2026-08-14
2026-03-31	$706,596	7,887	-2.5%	Shares	Sole	2026-05-15
2025-12-31	$681,427	8,092	+5.1%	Shares	Sole	2026-02-17
2025-09-30	$651,081	7,696	-3.1%	Shares	Sole	2025-11-12
2025-06-30	$727,542	7,940	-6.9%	Shares	Sole	2025-08-11
2025-03-31	$836,217	8,525	+32.1%	Shares	Sole	2025-05-15
2024-12-31	$588,836	6,453	+1.1%	Shares	Sole	2025-02-13
2024-09-30	$622,083	6,381	-2.9%	Shares	Sole	2024-11-14
2024-06-30	$511,552	6,571	-3.3%	Shares	Sole	2024-08-09
2024-03-31	$621,269	6,798	-0.9%	Shares	Sole	2024-05-14
2023-12-31	$658,436	6,858	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$621,822	6,813	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$674,598	6,810	+11.8%	Shares	Sole	2023-08-14
2023-03-31	$10,413	100	—	Call	Sole	2023-05-12
2023-03-31	$634,151	6,090	+21.9%	Shares	Sole	2023-05-12
2022-12-31	$495,603	4,996	+2.0%	Shares	Sole	2023-02-10
2022-09-30	$412,705	4,898	-47.4%	Shares	Sole	2022-11-09
2022-06-30	$710,961	9,307	-0.3%	Shares	Sole	2022-08-10
2022-03-31	$849,113	9,334	+0.5%	Shares	Sole	2022-05-09
2021-12-31	$1,086,651	9,290	+6.4%	Shares	Sole	2022-02-14
2021-09-30	$963,006	8,730	+3.8%	Shares	Sole	2021-11-12
2021-06-30	$940,545	8,412	-2.2%	Shares	Sole	2021-07-29
2021-03-31	$939,503	8,598	-1.7%	Shares	Sole	2021-04-29
2020-12-31	$935,647	8,746	+2.1%	Shares	Sole	2021-01-22
2020-09-30	$736,076	8,567	+111.0%	Shares	Sole	2020-10-26
2020-06-30	$298,775	4,060	+2.2%	Shares	Sole	2020-07-16
2020-03-31	$261,053	3,971	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.