Position in SBUX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$39,854
-$2,253 QoQ
Shares Held
390
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,185
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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,253,682 across 13 Restaurants names. SBUX ranks #3 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
3,453 | $933,380 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,025 | $211,160 | |
| 3 | SBUX |
Starbucks Corp
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|
390 | $39,854 | |
| 4 | YUM |
Yum Brands Inc
|
126 | $20,142 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
150 | $10,876 | |
| 6 | DPZ |
Dominos Pizza Inc
|
36 | $10,657 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
252 | $10,299 | |
| 8 | WEN |
Wendy's Co
|
977 | $8,099 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,854 | 390 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $42,107 | 470 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $34,441 | 409 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,041 | 296 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $168,690 | 1,841 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $184,507 | 1,881 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $182,773 | 2,003 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $215,647 | 2,212 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $246,239 | 3,163 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $173,549 | 1,899 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $187,891 | 1,957 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $204,901 | 2,245 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $212,186 | 2,142 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $215,444 | 2,069 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $193,241 | 1,948 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $163,380 | 1,939 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $142,696 | 1,868 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $164,473 | 1,808 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $170,776 | 1,460 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $159,728 | 1,448 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $162,795 | 1,456 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $160,736 | 1,471 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $176,517 | 1,650 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $134,550 | 1,566 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $117,964 | 1,603 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $91,115 | 1,386 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||