Position in SBUX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,604,885
+$3,454 QoQ
Shares Held
45,062
-12.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#522
of 2,381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $30,260,616 across 16 Restaurants names. SBUX ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
61,202 | $16,543,512 | |
| 2 | YUM |
Yum Brands Inc
|
39,886 | $6,376,175 | |
| 3 | SBUX |
Starbucks Corp
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|
45,062 | $4,604,885 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
38,025 | $1,554,081 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
23,227 | $789,718 | |
| 6 | DRI |
Darden Restaurants Inc
|
821 | $169,134 | |
| 7 | WING |
Wingstop Inc.
|
500 | $86,705 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
635 | $46,043 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,604,885 | 45,062 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,601,431 | 51,361 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,606,708 | 54,705 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,166,945 | 61,075 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,848,559 | 63,828 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,615,974 | 67,448 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,389,690 | 70,024 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,300,928 | 74,889 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,280,470 | 80,674 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,367,018 | 102,495 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,019,891 | 104,363 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,057,497 | 110,195 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $11,109,182 | 112,146 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $11,836,352 | 113,669 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $11,274,179 | 113,651 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $9,700,011 | 115,120 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $8,911,581 | 116,659 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $19,907,510 | 218,836 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $33,032,912 | 282,405 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $30,331,609 | 274,967 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $31,285,779 | 279,812 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $31,338,308 | 286,797 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $31,166,590 | 291,331 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $25,237,711 | 293,735 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $22,272,749 | 302,660 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $20,061,612 | 305,166 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||