IBEX WEALTH ADVISORS

Position in SBUX — Starbucks Corp

CIK 1686242 BEDMINSTER, NJ

Position in SBUX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,784,771

+$4,036,755 QoQ

Shares Held

56,608

+196.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#461

of 2,388 holders

Holding Since

Sep 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $7,036,754 across 3 Restaurants names. SBUX ranks #1 (82.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp This page	56,608	$5,784,771
2	MCD	Mcdonalds Corp	2,673	$722,538
3	DRI	Darden Restaurants Inc	2,570	$529,445

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,784,771	56,608	+196.0%	Shares	Sole	2026-07-27
2024-03-31	$1,748,016	19,127	+3.1%	Shares	Sole	2024-04-18
2023-03-31	$1,932,340	18,557	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$1,897,398	19,127	+10409.3%	Shares	Sole	2023-02-06
2021-09-30	$20,076	182	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.