Position in SBUX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,788,688
+$2,254,563 QoQ
Shares Held
76,218
+23.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#386
of 2,381 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $110,618,949 across 10 Restaurants names. SBUX ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
357,206 | $96,556,313 | |
| 2 | SBUX |
Starbucks Corp
This page
|
76,218 | $7,788,688 | |
| 3 | YUM |
Yum Brands Inc
|
10,370 | $1,657,731 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,044 | $1,039,111 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
12,945 | $938,637 | |
| 6 | CAVA |
Cava Group, Inc.
|
9,292 | $729,220 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
20,315 | $690,710 | |
| 8 | EAT |
Brinker International, Inc
|
3,713 | $623,784 |
All Filings in SBUX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,788,688 | 76,218 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,534,125 | 61,772 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,467,314 | 53,050 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,660,002 | 55,083 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,882,530 | 42,372 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,656,193 | 37,274 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $6,406,291 | 70,206 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,252,208 | 23,102 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,798,252 | 23,099 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,485,815 | 16,258 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,259,492 | 96,443 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,575,637 | 93,959 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,994,152 | 90,795 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,420,536 | 90,469 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $10,209,961 | 102,923 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,319,661 | 110,606 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $8,054,561 | 105,440 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,463,054 | 71,046 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,485,729 | 63,997 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,788,036 | 61,536 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,187,622 | 73,228 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,078,877 | 73,935 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,800,223 | 91,608 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $7,082,127 | 82,427 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,703,210 | 63,911 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,021,184 | 61,168 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||