Position in SBUX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$30,350
+$3,742 QoQ
Shares Held
297
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,213
of 2,377 holders
Holding Since
Dec 2020
23 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, 2026West Financial Advisors, LLC holds $59,329 across 3 Restaurants names. SBUX ranks #1 (51.2% of the industry book) .
All Filings in SBUX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,350 | 297 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $26,608 | 297 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $41,852 | 497 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $42,046 | 497 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $45,540 | 497 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $48,750 | 497 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $45,351 | 497 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $48,452 | 497 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $38,691 | 497 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $45,420 | 497 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $47,716 | 497 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $45,361 | 497 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $49,232 | 497 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $51,752 | 497 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $49,302 | 497 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $79,794 | 947 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $50,875 | 666 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $60,586 | 666 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $77,902 | 666 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $73,466 | 666 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $74,353 | 665 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $72,555 | 664 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $70,927 | 663 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||