Position in SBUX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$18,394
+$2,268 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,267
of 2,381 holders
Holding Since
Mar 2022
14 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, 2026GoalVest Advisory LLC holds $1,560,203 across 4 Restaurants names. SBUX ranks #2 (1.2% of the industry book) .
All Filings in SBUX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,394 | 180 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $16,126 | 180 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,157 | 180 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $9,052 | 107 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,804 | 107 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,163 | 124 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $10,676 | 117 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,431 | 107 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $15,536 | 170 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,801 | 175 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $3,194 | 35 | Shares | Sole | 2023-10-10 | |
| 2022-09-30 | $22,665 | 269 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $41,556 | 544 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $9,278 | 102 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||