Position in SBUX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,139,402
+$1,390,323 QoQ
Shares Held
69,864
+8.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#403
of 2,394 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, 2026Wealthspire Advisors, LLC holds $51,138,780 across 7 Restaurants names. SBUX ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAVA |
Cava Group, Inc.
|
383,523 | $30,098,885 | |
| 2 | SBUX |
Starbucks Corp
This page
|
69,864 | $7,139,402 | |
| 3 | MCD |
Mcdonalds Corp
|
25,099 | $6,784,510 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
156,582 | $5,323,788 | |
| 5 | YUM |
Yum Brands Inc
|
8,063 | $1,288,951 | |
| 6 | SG |
Sweetgreen, Inc.
|
29,914 | $263,542 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
5,865 | $239,702 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,139,402 | 69,864 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,749,079 | 64,171 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,388,772 | 52,117 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,345,310 | 86,824 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,738,752 | 95,370 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,879,302 | 90,522 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,897,926 | 42,717 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,114,175 | 42,201 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,623,700 | 33,702 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,061,473 | 33,499 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,260,403 | 33,959 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,665,175 | 29,201 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,829,747 | 28,566 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,074,542 | 29,526 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,228,761 | 32,548 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,466,713 | 17,407 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,181,753 | 15,470 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,196,619 | 13,154 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,350,395 | 20,094 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,014,922 | 18,266 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,245,898 | 11,143 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,678,582 | 61,120 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,429,934 | 41,409 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,158,138 | 25,118 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,563,787 | 21,250 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,277,110 | 65,061 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||