Position in SBUX
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$968,376
+$266,993 QoQ
Shares Held
10,809
+29.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 82%
None 18%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,458,843 across 9 Restaurants names. SBUX ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
14,246 | $4,427,510 | |
| 2 | SBUX |
Starbucks Corp
This page
|
10,809 | $968,376 | |
| 3 | DRI |
Darden Restaurants Inc
|
2,383 | $467,160 | |
| 4 | YUM |
Yum Brands Inc
|
2,984 | $463,947 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,586 | $306,846 | |
| 6 | DPZ |
Dominos Pizza Inc
|
776 | $278,419 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
1,457 | $240,606 | |
| 8 | EAT |
Brinker International, Inc
|
1,433 | $204,588 |
All Filings in SBUX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $968,376 | 10,809 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $701,383 | 8,329 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $652,010 | 7,707 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $828,700 | 9,044 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $685,450 | 6,988 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $621,228 | 6,808 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $670,144 | 6,874 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $423,892 | 5,445 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $203,167 | 2,226 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $220,507 | 2,226 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $524,815 | 5,040 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $464,849 | 4,686 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $318,332 | 3,778 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $299,564 | 3,293 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $383,310 | 3,277 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||