Position in SBUX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,514,660
+$229,761 QoQ
Shares Held
14,822
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#887
of 2,388 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $6,097,524 across 10 Restaurants names. SBUX ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,748 | $2,094,361 | |
| 2 | SBUX |
Starbucks Corp
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|
14,822 | $1,514,660 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,001 | $618,236 | |
| 4 | YUM |
Yum Brands Inc
|
3,210 | $513,150 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
4,311 | $312,590 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
8,744 | $297,296 | |
| 7 | CAVA |
Cava Group, Inc.
|
3,370 | $264,477 | |
| 8 | WING |
Wingstop Inc.
|
1,267 | $219,710 |
All Filings in SBUX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,514,660 | 14,822 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,284,899 | 14,342 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $963,615 | 11,443 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $508,869 | 6,015 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $706,650 | 7,712 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $706,640 | 7,204 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $594,220 | 6,512 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $617,111 | 6,330 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $308,130 | 3,958 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $325,531 | 3,562 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $367,046 | 3,823 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,297,174 | 25,169 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,558,521 | 25,828 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,698,945 | 25,919 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,560,649 | 25,813 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,215,026 | 26,288 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,996,605 | 26,137 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $12,974,000 | 1,180,331 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,594,535 | 13,632 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,358,467 | 12,315 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,359,721 | 12,161 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,370,573 | 12,543 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,345,701 | 12,579 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||