Position in SBUX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$266,409
-$1,242,734 QoQ
Shares Held
2,607
-84.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,823
of 2,380 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $2,061,775 across 5 Restaurants names. SBUX ranks #4 (12.9% of the industry book) .
All Filings in SBUX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,409 | 2,607 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,509,143 | 16,845 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,419,022 | 16,851 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,467,640 | 17,348 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $677,878 | 7,398 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $734,497 | 7,488 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $831,013 | 9,107 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $892,715 | 9,157 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $528,134 | 6,784 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $984,635 | 10,774 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $879,547 | 9,161 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $40,250 | 441 | Shares | Other | 2023-11-13 | |
| 2022-03-31 | $1,296,413 | 14,251 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,621,672 | 13,864 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,277,941 | 11,585 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $525,507 | 4,700 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $498,161 | 4,559 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $500,345 | 4,677 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||