Position in SBUX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$746,497
+$170,792 QoQ
Shares Held
7,305
+13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,180
of 2,388 holders
Holding Since
Dec 2021
18 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, 2026Confluence Wealth Services, Inc. holds $6,947,308 across 6 Restaurants names. SBUX ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
14,998 | $4,054,109 | |
| 2 | YUM |
Yum Brands Inc
|
6,160 | $984,737 | |
| 3 | SBUX |
Starbucks Corp
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|
7,305 | $746,497 | |
| 4 | DRI |
Darden Restaurants Inc
|
3,108 | $640,279 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
6,660 | $272,194 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
7,338 | $249,492 |
All Filings in SBUX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,497 | 7,305 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $575,705 | 6,426 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $572,712 | 6,801 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $554,891 | 6,559 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $604,574 | 6,598 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $644,549 | 6,571 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $324,211 | 3,553 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $265,757 | 2,726 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $319,729 | 4,107 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $293,818 | 3,215 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $221,879 | 2,311 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $231,186 | 2,533 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $226,946 | 2,291 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $256,159 | 2,460 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $206,236 | 2,079 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $234,211 | 3,066 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $616,958 | 6,782 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $795,980 | 6,805 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||