Position in SBUX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$825,082
+$40,991 QoQ
Shares Held
8,074
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,132
of 2,381 holders
Holding Since
Mar 2020
23 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, 2026IMA Advisory Services, Inc. holds $1,016,630 across 7 Restaurants names. SBUX ranks #1 (81.2% of the industry book) .
All Filings in SBUX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,082 | 8,074 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $784,091 | 8,752 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $737,005 | 8,752 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $736,781 | 8,709 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $798,005 | 8,709 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $853,383 | 8,700 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $793,875 | 8,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $848,163 | 8,700 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $769,041 | 8,426 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $834,679 | 8,426 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $851,575 | 8,178 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $813,737 | 8,203 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $689,078 | 8,178 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $624,717 | 8,178 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $7,095 | 78 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $9,123 | 78 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,604 | 78 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $8,721 | 78 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,523 | 78 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,344 | 78 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $8,592 | 100 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,740 | 78 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,127 | 78 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||