Position in SBUX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$276,423
+$106,202 QoQ
Shares Held
2,705
+42.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#592
of 841 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Bogart Wealth, LLC holds $1,650,573 across 21 Restaurants names. SBUX ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,839 | $497,100 | |
| 2 | SBUX |
Starbucks Corp
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|
2,705 | $276,423 | |
| 3 | YUM |
Yum Brands Inc
|
1,636 | $261,530 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,347 | $215,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
1,506 | $118,190 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
1,882 | $76,917 | |
| 7 | DRI |
Darden Restaurants Inc
|
336 | $69,219 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
613 | $44,448 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,423 | 2,705 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $170,221 | 1,900 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $265,093 | 3,148 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $235,441 | 2,783 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $216,338 | 2,361 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $226,587 | 2,310 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $201,662 | 2,210 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $238,460 | 2,446 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,929,089 | 50,470 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,605,862 | 61,340 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,209,294 | 75,089 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,875,825 | 75,335 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,276,056 | 73,451 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,373,445 | 70,810 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,406,038 | 64,577 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,758,162 | 56,470 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,607,746 | 47,228 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,431,752 | 37,724 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,179,478 | 27,182 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,613,464 | 23,692 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,254,648 | 20,165 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,831,255 | 16,759 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,298,416 | 12,137 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $964,366 | 11,224 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $799,923 | 10,870 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $643,989 | 9,796 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||