Position in SBUX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$440,847
+$46,472 QoQ
Shares Held
4,314
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,463
of 2,381 holders
Holding Since
Dec 2020
17 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, 202644 WEALTH MANAGEMENT LLC holds $6,082,875 across 6 Restaurants names. SBUX ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
8,181 | $2,211,406 | |
| 2 | QSR |
Restaurant Brands International Inc.
|
19,107 | $1,385,448 | |
| 3 | EAT |
Brinker International, Inc
|
8,215 | $1,380,120 | |
| 4 | SBUX |
Starbucks Corp
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|
4,314 | $440,847 | |
| 5 | YUM |
Yum Brands Inc
|
2,387 | $381,585 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,376 | $283,469 |
All Filings in SBUX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,847 | 4,314 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $394,375 | 4,402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $312,334 | 3,709 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $277,403 | 3,279 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $336,740 | 3,675 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $342,039 | 3,487 | Shares | Sole | 2025-04-29 | |
| 2023-06-30 | $1,129,383 | 11,401 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,184,270 | 11,373 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,094,473 | 11,033 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $884,982 | 10,503 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $685,447 | 8,973 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $421,464 | 4,633 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $517,007 | 4,420 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $487,570 | 4,420 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $499,343 | 4,466 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $525,042 | 4,805 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $971,271 | 9,079 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||