Position in SBUX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,653,928
+$935,216 QoQ
Shares Held
74,899
-0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#391
of 2,388 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, 2026Institute for Wealth Management, LLC. holds $9,268,487 across 10 Restaurants names. SBUX ranks #1 (82.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
74,899 | $7,653,928 | |
| 2 | MCD |
Mcdonalds Corp
|
2,987 | $807,415 | |
| 3 | YUM |
Yum Brands Inc
|
2,458 | $392,935 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,610 | $224,740 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
2,517 | $102,869 | |
| 6 | DRI |
Darden Restaurants Inc
|
139 | $28,635 | |
| 7 | BROS |
Dutch Bros Inc.
|
357 | $25,636 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
350 | $25,378 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,653,928 | 74,899 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,718,712 | 74,994 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,318,444 | 75,032 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,381,547 | 75,432 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,003,189 | 76,429 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,640,426 | 77,892 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,157,193 | 78,435 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,664,468 | 78,618 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,131,699 | 78,763 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,866,222 | 75,131 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,213,711 | 75,135 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,880,297 | 75,384 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,468,430 | 75,393 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $8,010,616 | 76,929 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,826,780 | 78,899 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,689,906 | 79,396 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,072,317 | 79,491 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $7,162,886 | 78,739 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $9,245,893 | 79,045 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $8,639,920 | 78,324 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,691,997 | 77,739 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,516,394 | 77,939 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $8,762,624 | 81,909 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,948,780 | 80,875 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,881,533 | 79,923 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,225,080 | 79,481 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||