Position in SBUX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,859,449
-$220,024 QoQ
Shares Held
18,196
-21.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#806
of 2,381 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $5,585,194 across 19 Restaurants names. SBUX ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
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|
18,196 | $1,859,449 | |
| 2 | MCD |
Mcdonalds Corp
|
5,977 | $1,615,642 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
20,671 | $702,814 | |
| 4 | YUM |
Yum Brands Inc
|
3,112 | $497,484 | |
| 5 | BROS |
Dutch Bros Inc.
|
4,453 | $319,769 | |
| 6 | CAVA |
Cava Group, Inc.
|
3,887 | $305,051 | |
| 7 | DRI |
Darden Restaurants Inc
|
660 | $135,966 | |
| 8 | WING |
Wingstop Inc.
|
213 | $36,936 |
All Filings in SBUX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,859,449 | 18,196 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,079,473 | 23,211 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,681,336 | 19,966 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,011,026 | 23,771 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,507,271 | 27,363 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,458,261 | 35,256 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,293,303 | 36,091 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,161,015 | 32,424 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,455,761 | 44,390 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,082,665 | 44,673 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,359,142 | 45,403 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,546,478 | 38,857 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,241,473 | 63,007 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,619,648 | 63,571 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,018,819 | 20,351 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,490,812 | 17,693 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,399,027 | 31,405 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,849,883 | 53,313 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $20,930,026 | 178,935 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $17,680,155 | 160,277 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $17,005,518 | 152,093 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $17,709,716 | 162,073 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||