Position in SBUX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,682,510
-$64,832,528 QoQ
Shares Held
65,393
-91.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#424
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, 2026Clearstead Advisors, LLC holds $25,873,122 across 30 Restaurants names. SBUX ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
48,477 | $13,103,817 | |
| 2 | SBUX |
Starbucks Corp
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|
65,393 | $6,682,510 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
50,272 | $1,709,248 | |
| 4 | YUM |
Yum Brands Inc
|
9,287 | $1,484,619 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,799 | $734,080 | |
| 6 | EAT |
Brinker International, Inc
|
3,916 | $657,888 | |
| 7 | WING |
Wingstop Inc.
|
2,379 | $412,542 | |
| 8 | DRI |
Darden Restaurants Inc
|
1,991 | $410,165 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,682,510 | 65,393 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $71,515,038 | 798,248 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,334,132 | 27,718 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,249,006 | 26,584 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,203,518 | 24,048 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,434,691 | 24,821 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,828,020 | 30,992 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,200,596 | 32,830 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,639,270 | 33,902 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,756,058 | 19,215 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,034,259 | 21,188 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,944,872 | 21,309 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,147,917 | 21,683 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,495,098 | 14,358 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $858,080 | 8,650 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $837,207 | 9,936 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $794,226 | 10,397 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,094,914 | 12,036 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,315,444 | 11,246 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,039,009 | 9,419 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,000,923 | 8,952 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $942,672 | 8,627 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $922,916 | 8,627 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $566,642 | 6,595 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $495,923 | 6,739 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $412,715 | 6,278 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||