Position in SBUX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,325,561
+$681,391 QoQ
Shares Held
61,900
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#443
of 2,388 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026HENNESSY ADVISORS INC holds $61,914,087 across 4 Restaurants names. SBUX ranks #2 (10.2% of the industry book) .
All Filings in SBUX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,325,561 | 61,900 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,644,170 | 63,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,522,077 | 53,700 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,788,360 | 56,600 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,268,725 | 57,500 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,640,175 | 57,500 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,845,375 | 53,100 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,361,950 | 55,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,281,750 | 55,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,136,118 | 56,200 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||