Forum Financial Management, LP

Position in SBUX — Starbucks Corp

CIK 1911832 LOMBARD, IL

Position in SBUX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,482,163

+$184,542 QoQ

Shares Held

14,504

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#892

of 2,388 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Forum Financial Management, LP holds $4,539,197 across 5 Restaurants names. SBUX ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	9,360	$2,530,101
2	SBUX	Starbucks Corp This page	14,504	$1,482,163
3	BROS	Dutch Bros Inc.	3,012	$216,291
4	YUM	Yum Brands Inc	1,337	$213,732
5	SG	Sweetgreen, Inc.	11,000	$96,910

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,482,163	14,504	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$1,297,621	14,484	-25.3%	Shares	Sole	2026-04-23
2025-12-31	$1,633,084	19,393	-3.8%	Shares	Sole	2026-01-27
2025-09-30	$1,704,774	20,151	+2.5%	Shares	Sole	2025-10-24
2025-06-30	$1,800,621	19,651	+6.5%	Shares	Sole	2025-07-30
2025-03-31	$1,809,466	18,447	+1.7%	Shares	Sole	2025-05-02
2024-12-31	$1,655,183	18,139	+155.4%	Shares	Sole	2025-02-20
2024-09-30	$692,276	7,101	-3.9%	Shares	Sole	2024-10-29
2024-06-30	$575,155	7,388	+0.3%	Shares	Sole	2024-07-30
2024-03-31	$673,270	7,367	+22.7%	Shares	Sole	2024-05-09
2023-12-31	$576,540	6,005	-10.2%	Shares	Sole	2024-02-07
2023-09-30	$610,413	6,688	+3.5%	Shares	Sole	2023-11-06
2023-06-30	$639,827	6,459	+37.4%	Shares	Sole	2023-07-26
2023-03-31	$489,619	4,702	+0.7%	Shares	Sole	2023-04-19
2022-12-31	$463,362	4,671	+0.8%	Shares	Sole	2023-01-24
2022-09-30	$390,460	4,634	+5.5%	Shares	Sole	2022-11-07
2022-06-30	$335,428	4,391	-30.1%	Shares	Sole	2022-08-15
2022-03-31	$571,291	6,280	-6.4%	Shares	Sole	2022-05-16
2021-12-31	$785,102	6,712	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.