Position in SBUX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,551,503
+$1,727,620 QoQ
Shares Held
64,111
+19.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#428
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, 2026Integrated Wealth Concepts LLC holds $35,509,852 across 34 Restaurants names. SBUX ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
66,939 | $18,094,281 | |
| 2 | SBUX |
Starbucks Corp
This page
|
64,111 | $6,551,503 | |
| 3 | YUM |
Yum Brands Inc
|
11,599 | $1,854,216 | |
| 4 | DRI |
Darden Restaurants Inc
|
8,622 | $1,776,218 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
8,656 | $1,672,598 | |
| 6 | CAVA |
Cava Group, Inc.
|
16,097 | $1,263,292 | |
| 7 | BROS |
Dutch Bros Inc.
|
11,204 | $804,559 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
21,620 | $735,080 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,551,503 | 64,111 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,823,883 | 53,844 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,054,808 | 24,401 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,092,186 | 48,371 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,682,934 | 51,107 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,010,241 | 51,078 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,441,958 | 48,679 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,563,214 | 46,807 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,178,520 | 53,674 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,385,988 | 47,992 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,591,390 | 47,822 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,496,234 | 49,263 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $4,502,078 | 45,448 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $4,527,988 | 43,484 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,458,076 | 24,779 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,943,456 | 23,065 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,734,434 | 22,705 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,962,495 | 21,573 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,142,749 | 26,868 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $3,226,457 | 29,249 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,258,031 | 29,139 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $2,998,478 | 27,441 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,823,844 | 26,396 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,046,528 | 23,819 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,570,704 | 21,344 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $568,913 | 8,654 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||