Position in SBUX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$57,226
+$7,056 QoQ
Shares Held
560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,149
of 2,391 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $1,945,507 across 6 Restaurants names. SBUX ranks #4 (2.9% of the industry book) .
All Filings in SBUX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,226 | 560 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $50,170 | 560 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $928,919 | 11,031 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $47,376 | 560 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $51,312 | 560 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $54,930 | 560 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $51,100 | 560 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $54,594 | 560 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $43,596 | 560 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $51,178 | 560 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $107,529 | 1,120 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $51,109 | 560 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $48,115 | 560 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||