Financial Gravity Asset Management, Inc.

Position in SBUX — Starbucks Corp

CIK 1741736 Lakeway, TX

Position in SBUX

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,501,890

+$142,242 QoQ

Shares Held

27,926

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $4,709,776 across 6 Restaurants names. SBUX ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp This page	27,926	$2,501,890
2	CMG	Chipotle Mexican Grill Inc	66,623	$2,132,602
3	YUM	Yum Brands Inc	240	$37,315
4	MCD	Mcdonalds Corp	84	$26,106
5	YUMC	Yum China Holdings, Inc.	240	$11,707
6	ARCO	Arcos Dorados Holdings Inc.	19	$156

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,501,890	27,926	-0.3%	Shares	Sole	2026-05-08
2025-12-31	$2,359,648	28,021	+11.3%	Shares	Sole	2026-02-13
2025-09-30	$2,130,397	25,182	+14.3%	Shares	Sole	2025-11-14
2025-03-31	$2,160,726	22,028	+2.6%	Shares	Sole	2025-04-30
2024-06-30	$1,671,128	21,466	+24.3%	Shares	Sole	2024-08-06
2024-03-31	$1,577,939	17,266	-0.0%	Shares	Sole	2024-06-26
2023-12-31	$1,657,900	17,268	-92.4%	Shares	Sole	2024-06-26
2023-09-30	$12,668,635	226,310	+2156.3%	Shares	Sole	2023-11-16
2023-06-30	$993,570	10,030	+0.6%	Shares	Sole	2023-08-09
2023-03-31	$811,786	9,970	+288.5%	Shares	Sole	2023-05-12
2022-12-31	$254,546	2,566	-5.5%	Shares	Sole	2023-02-15
2022-09-30	$228,679	2,714	-65.9%	Shares	Sole	2022-11-03
2022-06-30	$608,550	7,968	+191.1%	Shares	Sole	2022-08-05
2022-03-31	$248,938	2,737	-69.0%	Shares	Sole	2022-05-13
2021-12-31	$1,032,598	8,828	+65.9%	Shares	Sole	2022-02-11
2021-09-30	$586,989	5,322	-53.1%	Shares	Sole	2021-11-12
2021-06-30	$1,268,036	11,341	+8.3%	Shares	Sole	2021-08-11
2021-03-31	$1,144,602	10,475	+70.0%	Shares	Sole	2021-05-17
2020-12-31	$659,212	6,163	+196.9%	Shares	Sole	2021-02-16
2020-03-31	$136,450	2,076	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.