Position in SBUX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$230,029
+$17,612 QoQ
Shares Held
2,251
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,926
of 2,381 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $4,432,285 across 8 Restaurants names. SBUX ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
11,061 | $2,278,676 | |
| 2 | MCD |
Mcdonalds Corp
|
6,145 | $1,661,054 | |
| 3 | SBUX |
Starbucks Corp
This page
|
2,251 | $230,029 | |
| 4 | YUM |
Yum Brands Inc
|
989 | $158,101 | |
| 5 | DPZ |
Dominos Pizza Inc
|
156 | $46,182 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
495 | $35,892 | |
| 7 | BROS |
Dutch Bros Inc.
|
307 | $22,045 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
9 | $306 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,029 | 2,251 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $212,417 | 2,371 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $201,767 | 2,396 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $239,841 | 2,835 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $325,653 | 3,554 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $377,156 | 3,845 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $392,831 | 4,305 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $620,523 | 6,365 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $854,170 | 10,972 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,056,559 | 11,561 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,253,698 | 13,058 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,203,212 | 13,183 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,374,556 | 13,876 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,451,884 | 13,943 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,368,860 | 13,799 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,211,995 | 14,384 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,119,037 | 14,649 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,322,703 | 14,540 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $540,518 | 4,621 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $466,611 | 4,230 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $460,433 | 4,118 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $448,662 | 4,106 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $440,436 | 4,117 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $360,949 | 4,201 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $329,756 | 4,481 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $365,251 | 5,556 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||