Position in SBUX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$396,497
+$97,625 QoQ
Shares Held
3,880
+16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,538
of 2,381 holders
Holding Since
Mar 2020
25 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, 2026Key Financial Inc holds $3,205,089 across 9 Restaurants names. SBUX ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
8,026 | $2,169,508 | |
| 2 | YUM |
Yum Brands Inc
|
3,607 | $576,615 | |
| 3 | SBUX |
Starbucks Corp
This page
|
3,880 | $396,497 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,100 | $37,400 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
47 | $9,081 | |
| 6 | DRI |
Darden Restaurants Inc
|
28 | $5,768 | |
| 7 | KRUS |
Kura Sushi USA, Inc.
|
100 | $5,756 | |
| 8 | WING |
Wingstop Inc.
|
25 | $4,335 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,497 | 3,880 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $298,872 | 3,336 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $276,629 | 3,285 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $310,905 | 3,675 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $292,024 | 3,187 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $327,326 | 3,337 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $304,501 | 3,337 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $325,324 | 3,337 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $245,461 | 3,153 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $274,444 | 3,003 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $288,318 | 3,003 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $274,083 | 3,003 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $294,901 | 2,977 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $302,185 | 2,902 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $287,878 | 2,902 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $244,522 | 2,902 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $214,579 | 2,809 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $268,634 | 2,953 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $317,339 | 2,713 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $290,335 | 2,632 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $294,283 | 2,632 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $260,281 | 2,382 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $238,779 | 2,232 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $217,549 | 2,532 | Shares | Sole | 2020-11-02 | |
| 2020-03-31 | $166,453 | 2,532 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||