Position in SBUX
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$2,121,042
+$1,215,111 QoQ
Shares Held
23,675
+120.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Western Wealth Management, LLC holds $10,593,306 across 16 Restaurants names. SBUX ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
21,707 | $6,746,317 | |
| 2 | SBUX |
Starbucks Corp
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|
23,675 | $2,121,042 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
22,629 | $724,353 | |
| 4 | DRI |
Darden Restaurants Inc
|
2,170 | $425,406 | |
| 5 | YUM |
Yum Brands Inc
|
1,293 | $201,035 | |
| 6 | BROS |
Dutch Bros Inc.
|
3,049 | $154,462 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
2,266 | $110,535 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
285 | $47,064 |
All Filings in SBUX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,121,042 | 23,675 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $905,931 | 10,758 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $872,987 | 10,319 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,023,232 | 11,167 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,177,570 | 12,005 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,149,658 | 12,599 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $2,617,119 | 26,845 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,327,498 | 17,052 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,663,480 | 18,202 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,761,535 | 28,763 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,583,944 | 28,311 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,507,703 | 25,315 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $2,497,141 | 23,981 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $2,422,166 | 24,417 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,194,633 | 37,914 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,928,945 | 38,342 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,451,128 | 37,937 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,885,556 | 16,120 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $2,324,529 | 20,790 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,540,816 | 14,101 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,482,528 | 13,858 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,251,854 | 14,570 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,092,517 | 14,846 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $929,300 | 14,136 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||