Position in SBUX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,359,944
+$201,456 QoQ
Shares Held
13,308
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#927
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, 2026WEALTH ALLIANCE, LLC holds $5,712,114 across 9 Restaurants names. SBUX ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,366 | $1,720,793 | |
| 2 | SBUX |
Starbucks Corp
This page
|
13,308 | $1,359,944 | |
| 3 | DRI |
Darden Restaurants Inc
|
4,599 | $947,439 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
10,716 | $437,962 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
4,718 | $375,269 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
8,321 | $282,914 | |
| 7 | BROS |
Dutch Bros Inc.
|
3,016 | $216,578 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
2,768 | $200,707 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,944 | 13,308 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,158,488 | 12,931 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $896,499 | 10,646 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,273,483 | 15,053 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,263,852 | 13,793 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,302,046 | 13,274 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,071,275 | 11,740 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,590,354 | 16,313 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,074,330 | 13,800 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,644,654 | 17,996 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,421,140 | 14,802 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,382,010 | 15,142 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,476,093 | 14,901 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,509,780 | 14,499 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,429,174 | 14,407 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,189,582 | 14,118 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,087,793 | 14,240 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $531,264 | 5,840 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $838,206 | 7,166 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $809,564 | 7,339 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $941,999 | 8,425 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $893,391 | 8,176 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,021,872 | 9,552 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $806,702 | 9,389 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $694,100 | 9,432 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $592,251 | 9,009 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||