Position in SBUX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,945,799
+$340,078 QoQ
Shares Held
19,041
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#790
of 2,381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $7,553,249 across 4 Restaurants names. SBUX ranks #2 (25.8% 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 | $1,945,799 | 19,041 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,605,721 | 17,923 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $979,867 | 11,636 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,002,087 | 11,845 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,016,359 | 11,092 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,103,904 | 11,254 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,027,383 | 11,259 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,085,746 | 11,137 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $977,173 | 12,552 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,209,820 | 13,238 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,132,437 | 11,795 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,077,533 | 11,806 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,713,143 | 17,294 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,382,182 | 22,877 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,409,369 | 24,288 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,687,053 | 20,022 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,528,258 | 20,006 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,685,401 | 18,527 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,855,612 | 15,864 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,540,037 | 13,961 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,471,978 | 13,165 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,385,871 | 12,683 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,298,630 | 12,139 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $884,718 | 10,297 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $572,603 | 7,781 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $394,440 | 6,000 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||