CBIZ Investment Advisory Services, LLC
Position in SBUX — Starbucks Corp
CIK 1795934
INDEPENDENCE, OH
Position in SBUX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,978
+$1,601 QoQ
Shares Held
127
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,293
of 2,388 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $81,006 across 4 Restaurants names. SBUX ranks #2 (16.0% of the industry book) .
All Filings in SBUX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,978 | 127 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,377 | 127 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,326 | 277 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,312 | 181 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,051 | 197 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,053 | 286 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $11,588 | 127 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,431 | 107 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,329 | 107 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,778 | 107 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||