Position in SBUX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,431,673
+$489,534 QoQ
Shares Held
43,367
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#531
of 2,381 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $34,957,690 across 11 Restaurants names. SBUX ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
82,678 | $22,348,690 | |
| 2 | SBUX |
Starbucks Corp
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|
43,367 | $4,431,673 | |
| 3 | YUM |
Yum Brands Inc
|
14,530 | $2,322,765 | |
| 4 | DRI |
Darden Restaurants Inc
|
7,172 | $1,477,503 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
40,006 | $1,360,204 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
4,334 | $837,458 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2,791 | $826,247 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
10,930 | $792,534 |
All Filings in SBUX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,431,673 | 43,367 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,942,139 | 44,002 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,332,694 | 39,576 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,633,147 | 42,945 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,236,371 | 35,320 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,569,032 | 46,580 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,474,891 | 38,081 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,746,540 | 38,430 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,547,485 | 32,723 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,028,481 | 33,138 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,984,662 | 31,087 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,472,321 | 27,088 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,709,291 | 27,350 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,091,307 | 29,687 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,015,184 | 30,395 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,909,500 | 22,662 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,759,185 | 23,029 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,121,420 | 23,320 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,385,720 | 20,396 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||