Position in SBUX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$41,489
+$5,116 QoQ
Shares Held
406
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,176
of 2,381 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Mascoma Wealth Management LLC holds $212,981 across 4 Restaurants names. SBUX ranks #2 (19.5% of the industry book) .
All Filings in SBUX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,489 | 406 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $36,373 | 406 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $34,189 | 406 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $33,247 | 393 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $36,010 | 393 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $38,549 | 393 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35,861 | 393 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $32,464 | 333 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $25,924 | 333 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $30,432 | 333 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $31,971 | 333 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $30,392 | 333 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $32,986 | 333 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $49,045 | 471 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $46,723 | 471 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $39,686 | 471 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $35,979 | 471 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $42,846 | 471 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $55,092 | 471 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $51,956 | 471 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $51,466 | 471 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||