CreativeOne Wealth, LLC

Position in SBUX — Starbucks Corp

CIK 1739728 OVERLAND PARK, KS

Position in SBUX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$885,168

-$272,872 QoQ

Shares Held

8,662

-33.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,098

of 2,381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $4,568,682 across 5 Restaurants names. SBUX ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	9,685	$2,617,952
2	SBUX	Starbucks Corp This page	8,662	$885,168
3	YUM	Yum Brands Inc	3,548	$567,183
4	CMG	Chipotle Mexican Grill Inc	7,975	$271,150
5	DRI	Darden Restaurants Inc	1,103	$227,229

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$885,168	8,662	-33.0%	Shares	Other	2026-08-13
2026-03-31	$1,158,040	12,926	+2.1%	Shares	Other	2026-05-15
2025-12-31	$1,065,845	12,657	-13.7%	Shares	Other	2026-02-13
2025-09-30	$1,240,574	14,664	+0.5%	Shares	Other	2025-11-13
2025-06-30	$1,336,605	14,587	+0.6%	Shares	Other	2025-08-12
2025-03-31	$1,422,206	14,499	+42.8%	Shares	Other	2025-05-14
2024-12-31	$926,734	10,156	+2.0%	Shares	Other	2025-02-13
2024-09-30	$970,999	9,960	+26.8%	Shares	Other	2024-11-13
2024-06-30	$611,433	7,854	-29.9%	Shares	Other	2024-08-14
2024-03-31	$1,023,841	11,203	-49.0%	Shares	Other	2024-05-14
2023-12-31	$2,107,130	21,947	+14.9%	Shares	Sole	2024-02-09
2023-09-30	$1,743,895	19,107	-42.9%	Shares	Other	2023-10-17
2023-06-30	$2,823	33,459	+9.9%	Shares	Other	2023-08-14
2023-03-31	$3,170,654	30,449	+1.6%	Shares	Other	2023-05-15
2022-12-31	$2,973,916	29,979	-17.2%	Shares	Other	2023-02-15
2022-09-30	$3,051,307	36,213	-8.9%	Shares	Other	2022-11-15
2022-06-30	$3,035,585	39,738	+56.8%	Shares	Other	2022-08-12
2022-03-31	$2,305,360	25,342	-17.9%	Shares	Other	2022-05-13
2021-12-31	$3,609,694	30,860	+1.6%	Shares	Other	2022-02-15
2021-09-30	$3,349,121	30,361	+12.1%	Shares	Other	2021-11-16
2021-06-30	$3,027,591	27,078	-1.7%	Shares	Other	2021-08-13
2021-03-31	$3,010,933	27,555	-2.1%	Shares	Other	2021-05-17
2020-12-31	$3,011,379	28,149	+174.3%	Shares	Other	2021-02-12
2020-09-30	$881,796	10,263	+15.0%	Shares	Other	2020-11-13
2020-06-30	$657,011	8,928	+46.6%	Shares	Other	2020-08-13
2020-03-31	$400,290	6,089	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.