Position in SBUX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$521,577
+$35,641 QoQ
Shares Held
5,104
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,359
of 2,388 holders
Holding Since
Sep 2020
17 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, 2026Connecticut Wealth Management, LLC holds $2,205,405 across 3 Restaurants names. SBUX ranks #2 (23.6% of the industry book) .
All Filings in SBUX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,577 | 5,104 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $485,936 | 5,424 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $445,976 | 5,296 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $414,201 | 4,896 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $460,074 | 5,021 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $517,719 | 5,278 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $481,343 | 5,275 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $498,173 | 5,110 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $379,207 | 4,871 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $362,087 | 3,962 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $388,648 | 4,048 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $367,635 | 4,028 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $359,984 | 3,634 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $374,868 | 3,600 | Shares | Sole | 2023-04-18 | |
| 2021-03-31 | $314,041 | 2,874 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $306,604 | 2,866 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $227,086 | 2,643 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||