Position in SBUX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,879,682
+$306,751 QoQ
Shares Held
18,394
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#804
of 2,381 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Advyzon Investment Management, LLC holds $4,374,110 across 6 Restaurants names. SBUX ranks #1 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
18,394 | $1,879,682 | |
| 2 | MCD |
Mcdonalds Corp
|
4,204 | $1,136,383 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
6,810 | $493,792 | |
| 4 | DRI |
Darden Restaurants Inc
|
2,268 | $467,230 | |
| 5 | YUM |
Yum Brands Inc
|
2,058 | $328,991 | |
| 6 | GTIM |
Good Times Restaurants Inc.
|
48,250 | $68,032 |
All Filings in SBUX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,879,682 | 18,394 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,572,931 | 17,557 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,349,717 | 16,028 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $736,866 | 8,710 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $551,887 | 6,023 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $509,282 | 5,192 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $343,556 | 3,765 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||