Position in SBUX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$317,197
+$46,009 QoQ
Shares Held
3,104
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,704
of 2,380 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,276,286 across 25 Restaurants names. SBUX ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,578 | $4,210,889 | |
| 2 | YUM |
Yum Brands Inc
|
2,566 | $410,200 | |
| 3 | SBUX |
Starbucks Corp
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|
3,104 | $317,197 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
8,661 | $294,474 | |
| 5 | EAT |
Brinker International, Inc
|
859 | $144,312 | |
| 6 | DRI |
Darden Restaurants Inc
|
686 | $141,322 | |
| 7 | CBRL |
Cracker Barrel Old Country Store, Inc
|
2,229 | $118,805 | |
| 8 | DPZ |
Dominos Pizza Inc
|
372 | $110,126 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,197 | 3,104 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $271,188 | 3,027 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $316,882 | 3,763 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $572,742 | 6,770 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $630,689 | 6,883 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $653,573 | 6,663 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $526,238 | 5,767 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $540,972 | 5,549 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $368,074 | 4,728 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $494,237 | 5,408 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $520,950 | 5,426 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $507,369 | 5,559 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $550,079 | 5,553 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $613,429 | 5,891 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $583,196 | 5,879 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $529,573 | 6,285 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $494,625 | 6,475 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $310,753 | 3,416 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $498,993 | 4,266 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $591,923 | 5,366 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $444,332 | 3,974 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $429,757 | 3,933 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $376,889 | 3,523 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $307,507 | 3,579 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $244,097 | 3,317 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $246,130 | 3,744 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||