SAX WEALTH ADVISORS, LLC

Position in SBUX — Starbucks Corp

CIK 1846150 PARSIPPANY, NJ

Position in SBUX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$604,351

+$175,395 QoQ

Shares Held

5,914

+23.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,298

of 2,381 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $5,691,708 across 4 Restaurants names. SBUX ranks #2 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	16,849	$4,554,453
2	SBUX	Starbucks Corp This page	5,914	$604,351
3	YUM	Yum Brands Inc	1,724	$275,598
4	DRI	Darden Restaurants Inc	1,249	$257,306

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,351	5,914	+23.5%	Shares	Sole	2026-07-09
2026-03-31	$428,956	4,788	0.0%	Shares	Sole	2026-04-08
2025-12-31	$403,197	4,788	-0.4%	Shares	Sole	2026-01-12
2025-09-30	$406,672	4,807	+15.1%	Shares	Sole	2025-10-20
2025-06-30	$382,830	4,178	+71.3%	Shares	Sole	2025-07-23
2025-03-31	$239,241	2,439	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.