Position in SBUX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$298,391
+$26,398 QoQ
Shares Held
2,920
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,746
of 2,380 holders
Holding Since
Sep 2020
21 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, 2026Advisor OS, LLC holds $3,952,054 across 3 Restaurants names. SBUX ranks #3 (7.6% of the industry book) .
All Filings in SBUX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,391 | 2,920 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $271,993 | 3,036 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $215,576 | 2,560 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $252,285 | 2,572 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $415,003 | 4,548 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $429,829 | 4,409 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $811,038 | 10,418 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $789,332 | 8,637 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $483,216 | 5,033 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $310,772 | 3,405 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $333,930 | 3,371 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $315,929 | 3,034 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $252,562 | 2,546 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $214,271 | 2,543 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $240,068 | 2,639 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,559,089 | 13,329 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,331,659 | 12,072 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,364,302 | 12,202 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,161,646 | 10,631 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $985,392 | 9,211 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $430,888 | 5,015 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||