Position in SBUX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$298,190
+$23,508 QoQ
Shares Held
2,918
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,748
of 2,381 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $828,426 across 7 Restaurants names. SBUX ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,636 | $442,227 | |
| 2 | SBUX |
Starbucks Corp
This page
|
2,918 | $298,190 | |
| 3 | YUM |
Yum Brands Inc
|
220 | $35,169 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
626 | $25,584 | |
| 5 | DRI |
Darden Restaurants Inc
|
107 | $22,043 | |
| 6 | CAVA |
Cava Group, Inc.
|
40 | $3,139 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
61 | $2,074 |
All Filings in SBUX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,190 | 2,918 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $274,682 | 3,066 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $257,766 | 3,061 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $279,603 | 3,305 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $302,195 | 3,298 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $342,334 | 3,490 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $319,375 | 3,500 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $333,708 | 3,423 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $265,935 | 3,416 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $336,589 | 3,683 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $352,836 | 3,675 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $344,818 | 3,778 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $361,569 | 3,650 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $379,345 | 3,643 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $360,790 | 3,637 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $305,863 | 3,630 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $276,760 | 3,623 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $340,227 | 3,740 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $462,382 | 3,953 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $420,391 | 3,811 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $447,687 | 4,004 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $403,861 | 3,696 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $396,788 | 3,709 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||