Position in SBUX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,798,952
+$64,848 QoQ
Shares Held
17,604
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#818
of 2,381 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $4,541,957 across 3 Restaurants names. SBUX ranks #2 (39.6% of the industry book) .
All Filings in SBUX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,798,952 | 17,604 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,734,104 | 19,356 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,674,263 | 19,882 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,747,497 | 20,656 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,703,543 | 29,505 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $4,106,615 | 45,004 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $4,933,968 | 50,610 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $4,220,014 | 54,207 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $5,776,304 | 63,205 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,886,469 | 61,311 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $5,768,720 | 63,205 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $5,308,427 | 53,588 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,567,791 | 63,073 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,738,259 | 67,926 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $5,739,791 | 68,120 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $3,637,232 | 47,614 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $4,319,254 | 47,480 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $6,842,744 | 58,500 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $6,330,469 | 57,388 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $5,962,044 | 53,323 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $5,953,357 | 54,483 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $4,817,950 | 45,036 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $4,084,292 | 47,536 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $3,172,023 | 43,104 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,774,885 | 42,210 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||