Position in SBUX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$831,315
-$49,713 QoQ
Shares Held
8,135
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,133
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, 2026Williams Jones Wealth Management, LLC. holds $20,681,842 across 6 Restaurants names. SBUX ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
45,695 | $9,413,626 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
155,120 | $5,274,080 | |
| 3 | MCD |
Mcdonalds Corp
|
10,358 | $2,799,870 | |
| 4 | YUM |
Yum Brands Inc
|
12,698 | $2,029,902 | |
| 5 | SBUX |
Starbucks Corp
This page
|
8,135 | $831,315 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
8,149 | $333,049 |
All Filings in SBUX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,315 | 8,135 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $881,028 | 9,834 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $886,899 | 10,532 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $963,932 | 11,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,087,373 | 11,867 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,093,114 | 11,144 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,097,463 | 12,027 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,184,698 | 12,152 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $963,705 | 12,379 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,219,142 | 13,340 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,265,507 | 13,181 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,302,422 | 14,270 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,423,492 | 14,370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,505,407 | 14,457 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,650,192 | 16,635 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,089,313 | 12,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,037,070 | 13,576 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $910,245 | 10,006 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,223,272 | 10,458 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,163,770 | 10,550 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,207,212 | 10,797 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,178,914 | 10,789 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,105,852 | 10,337 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $868,823 | 10,112 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $723,831 | 9,836 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $609,738 | 9,275 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||