WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SBUX — Starbucks Corp
CIK 1632972
PLYMOUTH, MN
Position in SBUX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$44,423,423
+$5,030,253 QoQ
Shares Held
434,714
-1.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#156
of 2,388 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Derivatives in SBUX
reported options exposure · as of Sep 30, 2024CallValue
$3,415
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $233,400,764 across 24 Restaurants names. SBUX ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
299,919 | $81,071,104 | |
| 2 | SBUX |
Starbucks Corp
This page
|
434,714 | $44,423,423 | |
| 3 | YUM |
Yum Brands Inc
|
216,796 | $34,657,008 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
365,666 | $26,514,441 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
49,519 | $9,568,556 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
276,310 | $9,394,540 | |
| 7 | DRI |
Darden Restaurants Inc
|
40,450 | $8,333,104 | |
| 8 | DPZ |
Dominos Pizza Inc
|
18,587 | $5,502,495 |
All Filings in SBUX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,423,423 | 434,714 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $39,393,170 | 439,705 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $36,910,337 | 438,313 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $36,764,199 | 434,565 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $41,786,395 | 456,034 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $46,374,597 | 472,776 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $40,758,363 | 446,667 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $44,874,744 | 460,301 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $3,415 | 300 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $43,244,429 | 555,484 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $48,557,334 | 531,320 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $48,537,663 | 505,548 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $46,559,930 | 510,134 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $826,754 | 8,346 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $964,660 | 9,264 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $5,126,532 | 67,110 | Shares | Sole | 2022-07-18 | |
| 2021-03-31 | $4,422,484 | 40,473 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,182,811 | 39,099 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||