JEPPSON WEALTH MANAGEMENT, LLC

Position in SBUX — Starbucks Corp

CIK 1831263 MANHATTAN BEACH, CA

Position in SBUX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$590,964

+$67,401 QoQ

Shares Held

5,783

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,309

of 2,381 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $3,139,924 across 5 Restaurants names. SBUX ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	3,708	$1,002,309
2	CAKE	Cheesecake Factory Inc	9,121	$725,484
3	SBUX	Starbucks Corp This page	5,783	$590,964
4	DRI	Darden Restaurants Inc	2,740	$564,467
5	CMG	Chipotle Mexican Grill Inc	7,550	$256,700

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,964	5,783	-1.0%	Shares	Sole	2026-08-04
2026-03-31	$523,563	5,844	-8.1%	Shares	Sole	2026-04-14
2025-12-31	$535,322	6,357	-2.1%	Shares	Sole	2026-01-27
2025-09-30	$549,477	6,495	+2.2%	Shares	Sole	2025-10-15
2025-06-30	$582,308	6,355	-3.3%	Shares	Sole	2025-07-15
2025-03-31	$644,647	6,572	-2.1%	Shares	Sole	2025-04-24
2024-12-31	$612,470	6,712	-0.3%	Shares	Sole	2025-01-22
2024-09-30	$656,107	6,730	-8.4%	Shares	Sole	2024-11-05
2024-06-30	$571,963	7,347	+15.0%	Shares	Sole	2024-08-05
2024-03-31	$584,073	6,391	+13.4%	Shares	Sole	2024-04-17
2023-12-31	$541,208	5,637	-4.5%	Shares	Sole	2024-01-11
2023-09-30	$538,675	5,902	0.0%	Shares	Sole	2023-10-25
2023-06-30	$584,652	5,902	-8.2%	Shares	Sole	2023-07-31
2023-03-31	$669,243	6,427	-5.3%	Shares	Sole	2023-04-28
2022-12-31	$673,171	6,786	-3.7%	Shares	Sole	2023-01-27
2022-09-30	$593,780	7,047	-6.7%	Shares	Sole	2022-10-20
2022-06-30	$577,279	7,557	+39.7%	Shares	Sole	2022-08-03
2022-03-31	$492,147	5,410	+12.1%	Shares	Sole	2022-04-27
2021-12-31	$564,497	4,826	-0.6%	Shares	Sole	2022-01-19
2021-09-30	$535,665	4,856	+4.3%	Shares	Sole	2021-11-17
2021-06-30	$520,587	4,656	-0.2%	Shares	Sole	2021-07-20
2021-03-31	$509,853	4,666	-1.4%	Shares	Sole	2021-05-19
2020-12-31	$506,122	4,731	-4.9%	Shares	Sole	2021-03-05
2020-09-30	$427,537	4,976	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.