HERITAGE INVESTORS MANAGEMENT CORP

Position in SBUX — Starbucks Corp

CIK 937589 BETHESDA, MD

Position in SBUX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$395,884

+$36,270 QoQ

Shares Held

3,874

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,545

of 2,390 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $81,090,425 across 5 Restaurants names. SBUX ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	106,897	$28,895,328
2	CMG	Chipotle Mexican Grill Inc	548,413	$18,646,042
3	YUM	Yum Brands Inc	107,515	$17,187,347
4	YUMC	Yum China Holdings, Inc.	390,649	$15,965,824
5	SBUX	Starbucks Corp This page	3,874	$395,884

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$395,884	3,874	-3.5%	Shares	Sole	2026-08-04
2026-03-31	$359,614	4,014	-3.1%	Shares	Sole	2026-04-24
2025-12-31	$348,966	4,144	-14.8%	Shares	Sole	2026-02-06
2025-09-30	$411,494	4,864	-3.3%	Shares	Sole	2025-11-04
2025-06-30	$460,807	5,029	-3.8%	Shares	Sole	2025-08-04
2025-03-31	$512,912	5,229	-6.8%	Shares	Sole	2025-05-05
2024-12-31	$512,003	5,611	-5.9%	Shares	Sole	2025-02-05
2024-09-30	$581,137	5,961	+52.9%	Shares	Sole	2024-10-30
2024-06-30	$303,459	3,898	-3.1%	Shares	Sole	2024-07-30
2024-03-31	$367,753	4,024	+14.9%	Shares	Sole	2024-04-29
2023-12-31	$336,227	3,502	-4.0%	Shares	Sole	2024-02-07
2023-09-30	$333,044	3,649	-18.6%	Shares	Sole	2023-11-09
2023-06-30	$444,085	4,483	-4.9%	Shares	Sole	2023-08-01
2023-03-31	$490,764	4,713	-13.8%	Shares	Sole	2023-05-01
2022-12-31	$542,624	5,470	+4.2%	Shares	Sole	2023-02-06
2022-09-30	$442,280	5,249	+4.4%	Shares	Sole	2022-10-27
2022-06-30	$384,012	5,027	+1.3%	Shares	Sole	2022-08-01
2022-03-31	$451,484	4,963	+2.8%	Shares	Sole	2022-05-02
2021-12-31	$564,497	4,826	+1.1%	Shares	Sole	2022-01-28
2021-09-30	$526,619	4,774	0.0%	Shares	Sole	2021-10-28
2021-06-30	$533,780	4,774	+26.5%	Shares	Sole	2021-07-29
2021-03-31	$412,384	3,774	-3.1%	Shares	Sole	2021-04-23
2020-12-31	$416,580	3,894	-1.5%	Shares	Sole	2021-01-28
2020-09-30	$339,727	3,954	0.0%	Shares	Sole	2020-10-29
2020-06-30	$290,974	3,954	—	Shares	Sole	2020-07-24
No filing history on record for this holder in this stock.