Venturi Wealth Management, LLC

Position in SBUX — Starbucks Corp

CIK 1666363 AUSTIN, TX

Position in SBUX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,690,017

+$263,745 QoQ

Shares Held

16,538

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#840

of 2,388 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 67% Shared 33% None 0%

Consumer Cyclical · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $3,964,572 across 4 Restaurants names. SBUX ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp This page	16,538	$1,690,017
2	MCD	Mcdonalds Corp	4,992	$1,349,387
3	DRI	Darden Restaurants Inc	2,381	$490,509
4	YUM	Yum Brands Inc	2,719	$434,659

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,690,017	16,538	+3.9%	Shares	Other	2026-07-20
2026-03-31	$1,426,272	15,920	+25.8%	Shares	Other	2026-04-21
2025-12-31	$1,065,761	12,656	-1.1%	Shares	Sole	2026-01-22
2025-09-30	$1,082,203	12,792	-22.0%	Shares	Sole	2025-10-23
2025-06-30	$1,502,823	16,401	+18.6%	Shares	Other	2025-07-23
2025-03-31	$1,356,093	13,825	+179.1%	Shares	Sole	2025-05-06
2024-12-31	$451,961	4,953	+84.8%	Shares	Sole	2025-01-31
2024-09-30	$261,272	2,680	-78.5%	Shares	Sole	2024-11-04
2024-06-30	$970,555	12,467	-1.6%	Shares	Sole	2024-07-19
2024-03-31	$1,157,636	12,667	+382.9%	Shares	Sole	2024-04-23
2023-12-31	$251,833	2,623	+6.0%	Shares	Sole	2024-01-23
2023-09-30	$225,801	2,474	+0.0%	Shares	Sole	2023-11-02
2023-03-31	$257,512	2,473	-12.2%	Shares	Sole	2023-05-02
2022-12-31	$279,445	2,817	+0.3%	Shares	Sole	2023-01-31
2022-09-30	$236,601	2,808	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$225,426	2,951	-18.8%	Shares	Sole	2022-08-12
2022-03-31	$330,584	3,634	+23.7%	Shares	Sole	2022-05-13
2021-12-31	$343,540	2,937	-5.6%	Shares	Sole	2022-02-08
2021-09-30	$343,173	3,111	-17.3%	Shares	Sole	2021-11-10
2021-06-30	$420,405	3,760	-31.1%	Shares	Sole	2021-08-02
2021-03-31	$596,286	5,457	+3.1%	Shares	Sole	2021-04-22
2020-09-30	$454,602	5,291	+48.2%	Shares	Sole	2020-11-03
2020-06-30	$262,716	3,570	-66.2%	Shares	Sole	2020-08-05
2020-03-31	$695,068	10,573	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.