Modera Wealth Management, LLC

Position in SBUX — Starbucks Corp

CIK 1542143 WESTWOOD, NJ

Position in SBUX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$13,778,890

+$1,315,219 QoQ

Shares Held

134,836

-3.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#301

of 2,388 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Modera Wealth Management, LLC holds $23,973,477 across 5 Restaurants names. SBUX ranks #1 (57.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp This page	134,836	$13,778,890
2	MCD	Mcdonalds Corp	32,777	$8,859,950
3	YUM	Yum Brands Inc	4,888	$781,395
4	TXRH	Texas Roadhouse, Inc.	1,781	$344,142
5	DRI	Darden Restaurants Inc	1,015	$209,100

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,778,890	134,836	-3.1%	Shares	Sole	2026-08-03
2026-03-31	$12,463,671	139,119	-0.2%	Shares	Sole	2026-05-06
2025-12-31	$11,737,442	139,383	-3.9%	Shares	Sole	2026-01-21
2025-09-30	$12,273,598	145,078	-2.8%	Shares	Sole	2025-10-31
2025-06-30	$13,680,725	149,304	-0.5%	Shares	Sole	2025-08-06
2025-03-31	$14,721,935	150,086	+0.9%	Shares	Sole	2025-05-08
2024-12-31	$13,566,867	148,678	+1.1%	Shares	Sole	2025-02-06
2024-09-30	$14,337,659	147,068	-0.5%	Shares	Sole	2024-10-24
2024-06-30	$11,503,349	147,763	+4.9%	Shares	Sole	2024-07-29
2024-03-31	$12,879,227	140,926	+2.8%	Shares	Sole	2024-05-14
2023-12-31	$13,164,699	137,118	-0.8%	Shares	Sole	2024-02-14
2023-09-30	$12,620,541	138,277	-4.0%	Shares	Sole	2023-11-30
2023-06-30	$14,272,861	144,083	+2145.3%	Shares	Sole	2023-08-07
2023-03-31	$668,202	6,417	+21.9%	Shares	Sole	2023-05-05
2022-12-31	$522,288	5,265	-0.0%	Shares	Sole	2023-02-07
2022-09-30	$443,713	5,266	-14.4%	Shares	Sole	2022-11-01
2022-06-30	$470,027	6,153	-2.6%	Shares	Sole	2022-07-27
2022-03-31	$574,566	6,316	-26.4%	Shares	Sole	2022-05-03
2021-12-31	$1,004,304	8,586	+131.9%	Shares	Sole	2022-02-04
2021-09-30	$408,367	3,702	+80.8%	Shares	Sole	2021-11-04
2021-06-30	$228,986	2,048	+0.7%	Shares	Sole	2021-08-02
2021-03-31	$222,255	2,034	-38.8%	Shares	Sole	2021-04-29
2020-12-31	$355,387	3,322	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.