Position in SBUX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,187,141
+$171,908 QoQ
Shares Held
11,617
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#979
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, 2026Forvis Mazars Wealth Advisors, LLC holds $8,583,479 across 5 Restaurants names. SBUX ranks #4 (13.8% of the industry book) .
All Filings in SBUX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,187,141 | 11,617 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,015,233 | 11,332 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $939,783 | 11,160 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $947,181 | 11,196 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,056,952 | 11,535 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,124,994 | 11,469 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,082,590 | 11,864 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,157,986 | 11,878 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $914,426 | 11,746 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,088,729 | 11,913 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,149,047 | 11,968 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,179,025 | 12,918 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,405,166 | 14,185 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $689,444 | 6,621 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $572,979 | 5,776 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $461,407 | 5,476 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $454,596 | 5,951 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $388,168 | 4,267 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $530,575 | 4,536 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $464,184 | 4,208 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $393,347 | 3,518 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $464,725 | 4,253 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,018,449 | 9,520 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $775,599 | 9,027 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $649,505 | 8,826 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $532,099 | 8,094 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||