Morton Brown Family Wealth, LLC

Position in SBUX — Starbucks Corp

CIK 1909851 ALLENTOWN, PA

Position in SBUX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$17,474

+$2,692 QoQ

Shares Held

171

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,277

of 2,388 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $481,716 across 5 Restaurants names. SBUX ranks #2 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	1,674	$452,498
2	SBUX	Starbucks Corp This page	171	$17,474
3	BROS	Dutch Bros Inc.	100	$7,181
4	CAVA	Cava Group, Inc.	50	$3,924
5	YUM	Yum Brands Inc	4	$639

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,474	171	+3.6%	Shares	Sole	2026-07-21
2026-03-31	$14,782	165	+3.1%	Shares	Sole	2026-04-21
2025-12-31	$13,473	160	+1.9%	Shares	Sole	2026-01-28
2025-09-30	$13,282	157	-71.0%	Shares	Sole	2025-10-21
2025-06-30	$49,663	542	+0.2%	Shares	Sole	2025-07-24
2025-03-31	$53,066	541	+7.1%	Shares	Sole	2025-04-25
2024-12-31	$46,081	505	+43.9%	Shares	Sole	2025-01-31
2024-09-30	$34,218	351	0.0%	Shares	Sole	2024-10-24
2024-06-30	$27,325	351	0.0%	Shares	Sole	2024-07-30
2024-03-31	$32,077	351	0.0%	Shares	Sole	2024-04-23
2023-12-31	$33,699	351	0.0%	Shares	Sole	2024-01-29
2023-09-30	$32,035	351	0.0%	Shares	Sole	2023-10-18
2023-06-30	$34,770	351	-2.2%	Shares	Sole	2023-07-25
2023-03-31	$37,382	359	+5.3%	Shares	Sole	2023-04-26
2022-12-31	$33,827	341	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.