Position in SBUX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,243,345
+$113,078 QoQ
Shares Held
12,167
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#959
of 2,381 holders
Holding Since
Dec 2022
14 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, 2026SageView Advisory Group, LLC holds $6,391,477 across 4 Restaurants names. SBUX ranks #2 (19.5% of the industry book) .
All Filings in SBUX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243,345 | 12,167 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,130,267 | 12,616 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $977,846 | 11,612 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,029,497 | 12,169 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,107,898 | 12,091 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,294,886 | 13,201 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,078,027 | 11,814 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,105,829 | 11,343 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,178,960 | 15,144 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,979,438 | 20,617 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $552,730 | 6,056 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,632,904 | 16,484 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,779,997 | 17,094 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $549,369 | 5,538 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||