LifeSteps Financial, Inc.

Position in SBUX — Starbucks Corp

CIK 1801373 CLAREMONT, CA

Position in SBUX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$96,671

+$255 QoQ

Shares Held

946

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,098

of 2,381 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $498,415 across 6 Restaurants names. SBUX ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	1,144	$309,234
2	SBUX	Starbucks Corp This page	946	$96,671
3	BROS	Dutch Bros Inc.	1,077	$77,339
4	DRI	Darden Restaurants Inc	34	$7,004
5	SHAK	Shake Shack Inc.	105	$5,882
6	BLMN	Bloomin' Brands, Inc.	250	$2,285

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,671	946	-10.3%	Shares	Sole	2026-07-17
2024-03-31	$96,416	1,055	-60.0%	Shares	Sole	2024-04-26
2022-09-30	$222,193	2,637	+0.2%	Shares	Sole	2022-10-14
2022-06-30	$201,058	2,632	-1.7%	Shares	Sole	2022-07-13
2022-03-31	$243,526	2,677	+0.5%	Shares	Sole	2022-04-12
2021-12-31	$311,491	2,663	-2.1%	Shares	Sole	2022-01-26
2021-09-30	$299,932	2,719	+3.8%	Shares	Sole	2021-10-06
2021-06-30	$292,830	2,619	+2.2%	Shares	Sole	2021-07-09
2021-03-31	$280,059	2,563	0.0%	Shares	Sole	2021-04-20
2020-12-31	$274,189	2,563	0.0%	Shares	Sole	2021-01-25
2020-09-30	$220,212	2,563	—	Shares	Sole	2020-10-21
No filing history on record for this holder in this stock.