Position in SBUX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$346,015
+$47,502 QoQ
Shares Held
3,386
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,632
of 2,381 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Golden State Wealth Management, LLC holds $2,152,891 across 10 Restaurants names. SBUX ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXRH |
Texas Roadhouse, Inc.
|
4,090 | $790,310 | |
| 2 | MCD |
Mcdonalds Corp
|
2,501 | $676,045 | |
| 3 | SBUX |
Starbucks Corp
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|
3,386 | $346,015 | |
| 4 | DRI |
Darden Restaurants Inc
|
1,215 | $250,302 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
614 | $48,837 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
884 | $30,056 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
115 | $8,338 | |
| 8 | DPZ |
Dominos Pizza Inc
|
4 | $1,184 |
All Filings in SBUX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,015 | 3,386 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $298,513 | 3,332 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $282,524 | 3,355 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $309,043 | 3,653 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $339,397 | 3,704 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $804,534 | 8,202 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $830,557 | 9,102 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $484,324 | 5,324 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $867,800 | 7,419 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $722,861 | 6,553 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $720,839 | 6,447 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $674,523 | 6,173 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $745,650 | 6,970 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $508,302 | 5,916 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $537,133 | 7,299 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $356,508 | 5,423 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||