Position in SBUX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$76,744
+$8,567 QoQ
Shares Held
751
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,119
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, 2026Physician Wealth Advisors, Inc. holds $791,175 across 20 Restaurants names. SBUX ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,887 | $510,074 | |
| 2 | YUM |
Yum Brands Inc
|
605 | $96,715 | |
| 3 | SBUX |
Starbucks Corp
This page
|
751 | $76,744 | |
| 4 | CAKE |
Cheesecake Factory Inc
|
477 | $37,940 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
734 | $29,998 | |
| 6 | DRI |
Darden Restaurants Inc
|
68 | $14,008 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
175 | $5,950 | |
| 8 | PZZA |
Papa Johns International Inc
|
113 | $4,155 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,744 | 751 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $68,177 | 761 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $263,324 | 3,127 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $243,901 | 2,883 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $264,169 | 2,883 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $277,398 | 2,828 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $256,230 | 2,808 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $282,331 | 2,896 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $226,387 | 2,908 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $266,858 | 2,920 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $283,805 | 2,956 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $269,794 | 2,956 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $292,821 | 2,956 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $291,147 | 2,796 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $277,264 | 2,795 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $235,506 | 2,795 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $213,433 | 2,794 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $253,533 | 2,787 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $325,878 | 2,786 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $307,323 | 2,786 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $311,502 | 2,786 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $309,452 | 2,832 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $302,967 | 2,832 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $243,239 | 2,831 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $208,333 | 2,831 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $177,235 | 2,696 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||