Position in SBUX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$48,029
-$8,323 QoQ
Shares Held
470
-25.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,161
of 2,381 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $256,734 across 11 Restaurants names. SBUX ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
460 | $124,342 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
1,432 | $48,688 | |
| 3 | SBUX |
Starbucks Corp
This page
|
470 | $48,029 | |
| 4 | YUM |
Yum Brands Inc
|
110 | $17,584 | |
| 5 | ARCO |
Arcos Dorados Holdings Inc.
|
1,427 | $11,501 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
103 | $4,209 | |
| 7 | WEN |
Wendy's Co
|
226 | $1,873 | |
| 8 | DRI |
Darden Restaurants Inc
|
1 | $206 |
All Filings in SBUX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,029 | 470 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $56,352 | 629 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $46,568 | 553 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $51,436 | 608 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $48,014 | 524 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $62,679 | 639 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $70,718 | 775 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $60,346 | 619 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $48,111 | 618 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $58,398 | 639 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $66,630 | 694 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $77,762 | 852 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $68,252 | 689 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $71,016 | 682 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $63,091 | 636 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $65,807 | 781 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||