Position in SBUX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,978
-$15,042 QoQ
Shares Held
264
-47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#923
of 997 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Concord Wealth Partners holds $4,334,105 across 10 Restaurants names. SBUX ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
11,056 | $2,988,547 | |
| 2 | DRI |
Darden Restaurants Inc
|
5,299 | $1,091,646 | |
| 3 | YUM |
Yum Brands Inc
|
1,000 | $159,860 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
1,000 | $40,870 | |
| 5 | SBUX |
Starbucks Corp
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|
264 | $26,978 | |
| 6 | DPZ |
Dominos Pizza Inc
|
36 | $10,657 | |
| 7 | CAVA |
Cava Group, Inc.
|
105 | $8,240 | |
| 8 | WING |
Wingstop Inc.
|
20 | $3,468 |
All Filings in SBUX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,978 | 264 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $42,020 | 499 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $65,988 | 780 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $73,212 | 799 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $88,477 | 902 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $121,362 | 1,330 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $176,944 | 1,815 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $125,961 | 1,618 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $203,251 | 2,224 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $233,496 | 2,432 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $747,318 | 8,188 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $218,724 | 2,208 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $169,731 | 1,630 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $273,097 | 2,753 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $241,489 | 2,866 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $207,016 | 2,710 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $206,047 | 2,265 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $262,597 | 2,245 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $76,886 | 697 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $196,673 | 1,759 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $184,884 | 1,692 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $109,761 | 1,026 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||