Position in SBUX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,858,631
+$173,623 QoQ
Shares Held
18,188
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#807
of 2,380 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $21,383,390 across 7 Restaurants names. SBUX ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
51,004 | $10,507,334 | |
| 2 | MCD |
Mcdonalds Corp
|
26,540 | $7,174,027 | |
| 3 | SBUX |
Starbucks Corp
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|
18,188 | $1,858,631 | |
| 4 | YUM |
Yum Brands Inc
|
5,255 | $840,064 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,454 | $430,442 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
8,467 | $287,878 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
1,475 | $285,014 |
All Filings in SBUX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,858,631 | 18,188 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,685,008 | 18,808 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,343,317 | 15,952 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,358,704 | 39,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,373,633 | 36,818 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,673,792 | 47,648 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||