Position in SBUX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$77,732,135
+$34,463,354 QoQ
Shares Held
867,643
+68.9% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $483,313,669 across 35 Restaurants names. SBUX ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
852,691 | $265,007,835 | |
| 2 | SBUX |
Starbucks Corp
This page
|
867,643 | $77,732,135 | |
| 3 | DPZ |
Dominos Pizza Inc
|
82,168 | $29,481,056 | |
| 4 | DRI |
Darden Restaurants Inc
|
139,790 | $27,404,430 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
573,952 | $18,372,202 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
317,680 | $17,392,979 | |
| 7 | YUM |
Yum Brands Inc
|
78,894 | $12,266,438 | |
| 8 | PZZA |
Papa Johns International Inc
|
247,964 | $8,036,512 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,732,135 | 867,643 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,268,781 | 513,820 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,085,397 | 521,104 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $43,504,365 | 474,783 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,415,826 | 412,028 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $29,579,052 | 324,154 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $23,875,008 | 244,897 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,563,043 | 161,375 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,873,785 | 97,098 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,296,415 | 86,412 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,780,311 | 85,245 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,344,220 | 84,234 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,210,545 | 78,849 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,734,326 | 77,967 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,904,518 | 70,075 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $4,903,855 | 64,195 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $4,299,697 | 47,265 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,447,012 | 20,920 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,307,795 | 20,921 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,257,779 | 20,193 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,419,784 | 22,145 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,452,623 | 22,926 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,075,998 | 24,162 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,828,784 | 24,851 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,793,847 | 27,287 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||