Position in SBUX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,191,739
+$155,273 QoQ
Shares Held
11,662
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#973
of 2,381 holders
Holding Since
Mar 2020
25 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, 2026Keudell/Morrison Wealth Management holds $2,002,976 across 2 Restaurants names. SBUX ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
11,662 | $1,191,739 | |
| 2 | BROS |
Dutch Bros Inc.
|
11,297 | $811,237 |
All Filings in SBUX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,739 | 11,662 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,036,466 | 11,569 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,057,593 | 12,559 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,057,593 | 11,542 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,073,006 | 10,939 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $900,363 | 9,867 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $925,862 | 9,497 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $734,592 | 9,436 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $803,500 | 8,792 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $858,521 | 8,942 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $773,604 | 8,476 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $817,740 | 8,255 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $859,072 | 8,250 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $831,395 | 8,381 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $764,743 | 9,076 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $728,225 | 9,533 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $818,548 | 8,998 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,326,439 | 11,340 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,274,411 | 11,553 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,335,682 | 11,946 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,372,212 | 12,558 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,365,920 | 12,768 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,170,402 | 13,622 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,037,766 | 14,102 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $839,697 | 12,773 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||