Position in SBUX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,367,907
+$479,343 QoQ
Shares Held
42,743
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#541
of 2,381 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $18,395,485 across 9 Restaurants names. SBUX ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
23,867 | $6,451,488 | |
| 2 | SBUX |
Starbucks Corp
This page
|
42,743 | $4,367,907 | |
| 3 | YUM |
Yum Brands Inc
|
23,572 | $3,768,219 | |
| 4 | DRI |
Darden Restaurants Inc
|
6,122 | $1,261,193 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
25,469 | $865,946 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
7,330 | $531,498 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
12,796 | $522,972 | |
| 8 | CAVA |
Cava Group, Inc.
|
4,656 | $365,402 |
All Filings in SBUX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,367,907 | 42,743 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,888,564 | 43,404 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,908,744 | 105,792 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,770,284 | 115,488 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,918,814 | 119,162 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,024,755 | 122,589 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $14,169,026 | 155,277 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,450,410 | 158,482 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $13,326,440 | 171,181 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $15,927,266 | 174,278 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $15,763,017 | 164,181 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $14,115,635 | 154,658 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||