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Marks Group Wealth Management, Inc

Position in SBUX — Starbucks Corp

CIK 1802473 MINNETONKA, MN

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, 2026

Marks Group Wealth Management, Inc holds $15,437,819 across 6 Restaurants names. SBUX ranks #3 (10.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SBUX
Starbucks Corp
This page
15,602 $1,594,367

All Filings in SBUX

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,594,367 15,602
2026-03-31 $3,442,585 38,426
2025-12-31 $3,551,387 42,173
2025-09-30 $1,986,577 23,482
2025-06-30 $2,102,999 22,951
2025-03-31 $2,402,812 24,496
2024-12-31 $2,235,077 24,494
2024-09-30 $2,438,127 25,009
2024-06-30 $1,953,956 25,099
2024-03-31 $1,823,504 19,953
2023-12-31 $2,035,987 21,206
2023-09-30 $2,069,364 22,673
2023-06-30 $2,344,651 23,669
2023-03-31 $2,051,361 19,700
2022-12-31 $1,860,496 18,755
2022-09-30 $1,505,052 17,862
2022-06-30 $974,660 12,759
2022-03-31 $1,017,135 11,181
2021-12-31 $1,229,939 10,515
2021-09-30 $977,567 8,862
2021-06-30 $743,312 6,648
2021-03-31 $714,953 6,543
2020-12-31 $680,606 6,362
2020-09-30 $272,796 3,175
2020-06-30 $232,912 3,165