Position in SBUX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$265,386
-$60,363 QoQ
Shares Held
2,597
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,833
of 2,388 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, 2026Prestige Wealth Management Group LLC holds $1,547,288 across 8 Restaurants names. SBUX ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,263 | $1,152,331 | |
| 2 | SBUX |
Starbucks Corp
This page
|
2,597 | $265,386 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
447 | $86,373 | |
| 4 | YUM |
Yum Brands Inc
|
101 | $16,145 | |
| 5 | DRI |
Darden Restaurants Inc
|
52 | $10,712 | |
| 6 | BROS |
Dutch Bros Inc.
|
107 | $7,683 | |
| 7 | EAT |
Brinker International, Inc
|
26 | $4,368 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
105 | $4,290 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,386 | 2,597 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $325,749 | 3,636 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $305,513 | 3,628 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $298,806 | 3,532 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $318,688 | 3,478 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $71,115 | 725 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $66,247 | 726 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $70,777 | 726 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $35,109 | 451 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $209,374 | 2,291 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $219,094 | 2,282 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $242,686 | 2,659 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $259,140 | 2,616 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $281,983 | 2,708 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $680,412 | 6,859 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $201,043 | 2,386 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $167,980 | 2,199 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $217,417 | 2,390 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $310,554 | 2,655 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $572,287 | 5,188 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $483,801 | 4,327 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $434,129 | 3,973 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $643,698 | 6,017 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $460,617 | 5,361 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $360,958 | 4,905 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $214,049 | 3,256 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||