Position in SBUX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$847,563
+$107,998 QoQ
Shares Held
8,294
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,118
of 2,381 holders
Holding Since
Sep 2020
24 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, 2026PDS Planning, Inc holds $2,909,350 across 6 Restaurants names. SBUX ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,106 | $1,109,892 | |
| 2 | SBUX |
Starbucks Corp
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|
8,294 | $847,563 | |
| 3 | YUM |
Yum Brands Inc
|
1,929 | $308,369 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
7,481 | $254,354 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
3,159 | $229,059 | |
| 6 | WEN |
Wendy's Co
|
19,314 | $160,113 |
All Filings in SBUX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,563 | 8,294 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $739,565 | 8,255 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $664,501 | 7,891 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $610,219 | 7,213 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $710,224 | 7,751 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $744,699 | 7,592 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $640,848 | 7,023 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $648,405 | 6,651 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $521,906 | 6,704 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $581,605 | 6,364 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $597,566 | 6,224 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $564,961 | 6,190 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $616,747 | 6,226 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $616,449 | 5,920 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $409,100 | 4,124 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $335,860 | 3,986 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $320,990 | 4,202 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $410,547 | 4,513 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $538,646 | 4,605 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $479,186 | 4,344 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $462,669 | 4,138 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $434,785 | 3,979 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $389,407 | 3,640 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $228,117 | 2,655 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||