Position in SBUX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,965,758
+$2,601,151 QoQ
Shares Held
222,857
+8.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.269877096075062.ToString("F0")%
Shared 0.ToString("F0")%
None 91.73012290392494.ToString("F0")%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $114,757,127 across 20 Restaurants names. SBUX ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
179,008 | $55,633,896 | |
| 2 | SBUX |
Starbucks Corp
This page
|
222,857 | $19,965,758 | |
| 3 | YUM |
Yum Brands Inc
|
55,538 | $8,635,048 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
252,764 | $8,090,975 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
42,585 | $7,032,486 | |
| 6 | DRI |
Darden Restaurants Inc
|
22,559 | $4,422,466 | |
| 7 | DPZ |
Dominos Pizza Inc
|
11,178 | $4,010,554 | |
| 8 | EAT |
Brinker International, Inc
|
14,322 | $2,044,751 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,965,758 | 222,857 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,364,607 | 206,206 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $16,433,042 | 194,244 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,550,626 | 191,538 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,819,673 | 202,056 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,324,012 | 211,770 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,394,915 | 229,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,320,673 | 235,333 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,216,339 | 264,978 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,098,309 | 198,920 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $17,569,292 | 192,498 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $21,054,509 | 212,543 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,775,873 | 209,122 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $21,301,712 | 214,735 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,778,944 | 211,001 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,442,183 | 215,240 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,333,663 | 179,550 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $15,698,426 | 134,209 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $14,204,729 | 128,771 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,334,684 | 119,262 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,231,316 | 102,785 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $5,422,602 | 50,688 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,910,648 | 45,515 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,444,527 | 46,807 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,165,643 | 48,154 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||