Position in SBUX
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$284,397,323
+$14,278,636 QoQ
Shares Held
2,783,025
-7.7% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#45
of 2,391 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 22%
Shared 1%
None 77%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $561,881,057 across 26 Restaurants names. SBUX ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
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|
2,783,025 | $284,397,323 | |
| 2 | MCD |
Mcdonalds Corp
|
745,825 | $201,603,954 | |
| 3 | YUM |
Yum Brands Inc
|
157,300 | $25,145,977 | |
| 4 | CAKE |
Cheesecake Factory Inc
|
100,951 | $8,029,642 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
81,292 | $5,894,482 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
141,452 | $4,809,368 | |
| 7 | DRI |
Darden Restaurants Inc
|
23,171 | $4,773,457 | |
| 8 | DPZ |
Dominos Pizza Inc
|
15,455 | $4,575,298 |
All Filings in SBUX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,397,323 | 2,783,025 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $270,118,687 | 3,015,054 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $255,252,467 | 3,031,142 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $237,359,850 | 2,805,672 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $278,623,829 | 3,040,749 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $240,632,227 | 2,453,178 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $219,406,152 | 2,404,451 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $233,064,273 | 2,390,648 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $183,695,248 | 2,359,605 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $236,331,524 | 2,585,967 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $247,898,491 | 2,582,007 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $223,291,323 | 2,446,492 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $211,543,322 | 2,135,507 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $219,562,894 | 2,108,546 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $159,248,438 | 1,605,327 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||