Position in SBUX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$286,029
+$50,229 QoQ
Shares Held
2,799
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,770
of 2,381 holders
Holding Since
Jun 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, 2026FSM Wealth Advisors, LLC holds $1,748,700 across 5 Restaurants names. SBUX ranks #3 (16.4% 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 | $286,029 | 2,799 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $235,800 | 2,632 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $206,988 | 2,458 | Shares | Sole | 2026-01-23 | |
| 2024-12-31 | $425,498 | 4,663 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $441,239 | 4,526 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $331,096 | 4,253 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $394,804 | 4,320 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $364,069 | 3,792 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $361,794 | 3,964 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $392,971 | 3,967 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $420,997 | 4,043 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $359,699 | 3,626 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $297,185 | 3,527 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $252,010 | 3,299 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||