Position in SBUX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$68,978
+$8,505 QoQ
Shares Held
675
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,084
of 2,336 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $827,202 across 11 Restaurants names. SBUX ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
2,294 | $472,586 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
2,882 | $97,988 | |
| 3 | BJRI |
BJs RESTAURANTS INC
|
1,152 | $69,966 | |
| 4 | SBUX |
Starbucks Corp
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|
675 | $68,978 | |
| 5 | YUM |
Yum Brands Inc
|
330 | $52,753 | |
| 6 | BROS |
Dutch Bros Inc.
|
503 | $36,120 | |
| 7 | FWRG |
First Watch Restaurant Group, Inc.
|
1,019 | $13,134 | |
| 8 | MCD |
Mcdonalds Corp
|
29 | $7,838 |
All Filings in SBUX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,978 | 675 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $60,473 | 675 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $56,841 | 675 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $58,035 | 686 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $63,957 | 698 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $68,466 | 698 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $63,692 | 698 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $59,371 | 609 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $46,710 | 600 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $54,834 | 33,816 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||