Position in SBUX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,594,367
-$1,848,218 QoQ
Shares Held
15,602
-59.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#869
of 2,381 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 29%
Shared 71%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $15,437,819 across 6 Restaurants names. SBUX ranks #3 (10.3% of the industry book) .
All Filings in SBUX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594,367 | 15,602 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $3,442,585 | 38,426 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $3,551,387 | 42,173 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,986,577 | 23,482 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,102,999 | 22,951 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $2,402,812 | 24,496 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $2,235,077 | 24,494 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $2,438,127 | 25,009 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $1,953,956 | 25,099 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,823,504 | 19,953 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $2,035,987 | 21,206 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $2,069,364 | 22,673 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,344,651 | 23,669 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,051,361 | 19,700 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,860,496 | 18,755 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,505,052 | 17,862 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $974,660 | 12,759 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,017,135 | 11,181 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,229,939 | 10,515 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $977,567 | 8,862 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $743,312 | 6,648 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $714,953 | 6,543 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $680,606 | 6,362 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $272,796 | 3,175 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $232,912 | 3,165 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||