Position in SBUX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$305,854
+$52,673 QoQ
Shares Held
2,993
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,723
of 2,381 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Root Financial Partners, LLC holds $666,177 across 2 Restaurants names. SBUX ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,333 | $360,323 | |
| 2 | SBUX |
Starbucks Corp
This page
|
2,993 | $305,854 |
All Filings in SBUX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,854 | 2,993 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $253,181 | 2,826 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $286,482 | 3,402 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $369,786 | 4,371 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $334,724 | 3,653 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $288,973 | 2,946 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $295,650 | 3,240 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $390,837 | 4,009 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||