AXXCESS WEALTH MANAGEMENT, LLC

Position in SBUX — Starbucks Corp

CIK 1911056 CARLSBAD, CA

Back to SBUX Full portfolio

Position in SBUX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,189,491

+$167,090 QoQ

Shares Held

11,640

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#977

of 2,381 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)

Derivatives in SBUX

reported options exposure · as of Dec 31, 2023

CallValue

$1,781,561

CallShares

18,556

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $8,570,634 across 4 Restaurants names. SBUX ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	21,406	$5,786,255
2	YUM	Yum Brands Inc	8,152	$1,303,178
3	SBUX	Starbucks Corp This page	11,640	$1,189,491
4	DRI	Darden Restaurants Inc	1,416	$291,710

All Filings in SBUX

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,189,491	11,640	+2.0%	Shares	Sole	2026-07-28
2026-03-31	$1,022,401	11,412	-33.4%	Shares	Sole	2026-04-29
2025-12-31	$1,442,769	17,133	-7.7%	Shares	Sole	2026-02-19
2025-09-30	$1,570,006	18,558	-1.6%	Shares	Sole	2025-11-07
2025-06-30	$1,728,050	18,859	+0.4%	Shares	Sole	2025-07-28
2025-03-31	$1,842,424	18,783	-8.1%	Shares	Sole	2025-04-30
2024-12-31	$1,865,058	20,439	+0.9%	Shares	Sole	2025-02-10
2024-09-30	$1,975,439	20,263	-25.9%	Shares	Sole	2024-11-04
2024-06-30	$2,127,640	27,330	+97.5%	Shares	Sole	2024-08-09
2024-03-31	$1,264,380	13,835	-19.0%	Shares	Sole	2024-05-14
2023-12-31	$1,781,561	18,556	+19.3%	Call	Sole	2024-02-06
2023-09-30	$1,558,617	17,077	+10.3%	Shares	Sole	2023-11-14
2023-03-31	$1,619,742	15,555	+59.7%	Call	Sole	2023-05-03
2022-12-31	$1,536,508	15,489	—	Shares	Sole	2023-02-16
2022-09-30	$820,945	9,743	+1.2%	Call	Sole	2022-11-14
2022-06-30	$735,712	9,631	-29.1%	Call	Sole	2022-08-11
2022-03-31	$1,235,554	13,582	-6.5%	Call	Sole	2022-08-11
2021-12-31	$1,699,691	14,531	—	Call	Sole	2022-08-11
No filing history on record for this holder in this stock.