Position in SBUX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,342,696
+$436,301 QoQ
Shares Held
52,282
-4.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#480
of 2,381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Fiduciary Trust Co holds $35,409,302 across 9 Restaurants names. SBUX ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
92,620 | $25,036,111 | |
| 2 | SBUX |
Starbucks Corp
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|
52,282 | $5,342,696 | |
| 3 | YUM |
Yum Brands Inc
|
9,101 | $1,454,885 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
18,843 | $1,366,305 | |
| 5 | DRI |
Darden Restaurants Inc
|
4,868 | $1,002,855 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
2,083 | $402,497 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
11,477 | $390,218 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
5,739 | $234,552 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,342,696 | 52,282 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,906,395 | 54,765 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,157,363 | 49,369 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,309,692 | 50,942 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,640,692 | 50,646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,928,041 | 50,240 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,536,311 | 49,713 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,777,106 | 49,001 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,900,128 | 50,098 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,648,358 | 61,805 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,024,530 | 62,749 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,037,874 | 66,154 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,543,804 | 66,059 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,541,966 | 62,825 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,311,996 | 63,629 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,378,905 | 63,837 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,984,294 | 65,248 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,370,446 | 70,028 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $8,715,902 | 74,514 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,253,614 | 74,822 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,978,901 | 80,305 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,716,358 | 79,769 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $8,420,823 | 78,714 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $6,884,769 | 80,130 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,897,575 | 80,141 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,318,365 | 80,900 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||