Position in SBUX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$18,598
+$2,293 QoQ
Shares Held
182
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,266
of 2,381 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, 2026Carolina Wealth Advisors, LLC holds $4,239,959 across 3 Restaurants names. SBUX ranks #3 (0.4% of the industry book) .
All Filings in SBUX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,598 | 182 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $16,305 | 182 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $15,326 | 182 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $68,526 | 810 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $21,074 | 230 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $22,560 | 230 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $20,987 | 230 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $29,539 | 303 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,851 | 255 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $23,304 | 255 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $24,482 | 255 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $23,273 | 255 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $25,260 | 255 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $26,553 | 255 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $25,296 | 255 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $21,486 | 255 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $19,479 | 255 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $23,197 | 255 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $29,827 | 255 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $28,129 | 255 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $28,511 | 255 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $27,863 | 255 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $27,279 | 255 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $21,909 | 255 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $9,198 | 125 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,086 | 123 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||