BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in SBUX — Starbucks Corp

CIK 1654599 MORRISTOWN, NJ

Position in SBUX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,335,646

+$660,034 QoQ

Shares Held

52,213

+0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#482

of 2,381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Consumer Cyclical · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $14,336,376 across 6 Restaurants names. SBUX ranks #2 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	40,683	$8,381,104
2	SBUX	Starbucks Corp This page	52,213	$5,335,646
3	MCD	Mcdonalds Corp	2,127	$574,949
4	QSR	Restaurant Brands International Inc.	568	$41,185
5	YUMC	Yum China Holdings, Inc.	80	$3,269
6	WEN	Wendy's Co	27	$223

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,335,646	52,213	+0.0%	Shares	Sole	2026-07-08
2026-03-31	$4,675,612	52,189	-0.2%	Shares	Sole	2026-04-14
2025-12-31	$4,403,172	52,288	-4.6%	Shares	Sole	2026-01-16
2025-09-30	$4,637,941	54,822	-3.7%	Shares	Sole	2025-10-16
2025-06-30	$5,214,113	56,904	-11.5%	Shares	Sole	2025-07-15
2025-03-31	$6,310,325	64,332	-14.7%	Shares	Sole	2025-05-06
2024-12-31	$6,882,896	75,429	-10.1%	Shares	Sole	2025-01-17
2024-09-30	$8,183,993	83,947	-14.0%	Shares	Sole	2024-11-14
2024-06-30	$7,595,435	97,565	-9.0%	Shares	Sole	2024-08-14
2024-03-31	$9,801,668	107,251	-4.5%	Shares	Sole	2024-05-09
2023-12-31	$10,781,538	112,296	-4.9%	Shares	Sole	2024-02-12
2023-09-30	$10,779,260	118,103	-12.6%	Shares	Sole	2023-10-31
2023-06-30	$13,381,817	135,088	-10.1%	Shares	Sole	2023-07-21
2023-03-31	$15,641,575	150,212	-3.7%	Shares	Sole	2023-05-04
2022-12-31	$15,467,958	155,927	-6.7%	Shares	Sole	2023-01-13
2022-09-30	$14,075,211	167,045	-4.9%	Shares	Sole	2022-10-20
2022-06-30	$13,422,486	175,710	-4.1%	Shares	Sole	2022-07-21
2022-03-31	$16,667,341	183,218	-4.8%	Shares	Sole	2022-05-12
2021-12-31	$22,521,052	192,537	-3.0%	Shares	Sole	2022-02-04
2021-09-30	$21,884,400	198,390	-6.0%	Shares	Sole	2021-11-09
2021-06-30	$23,604,320	211,111	-2.4%	Shares	Sole	2021-08-02
2021-03-31	$23,626,796	216,224	-4.3%	Shares	Sole	2021-05-21
2020-12-31	$24,165,284	225,886	-1.8%	Shares	Sole	2021-02-08
2020-09-30	$19,765,294	230,043	-2.8%	Shares	Sole	2020-10-29
2020-06-30	$17,423,094	236,759	-5.1%	Shares	Sole	2020-07-28
2020-03-31	$16,407,915	249,588	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.