Phillips Wealth Planners LLC

Position in SBUX — Starbucks Corp

CIK 1962628 STARKVILLE, MS

Position in SBUX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$852,775

+$165,799 QoQ

Shares Held

8,345

+8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,111

of 2,381 holders

Holding Since

Jun 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,970,766 across 5 Restaurants names. SBUX ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	4,578	$1,237,479
2	SBUX	Starbucks Corp This page	8,345	$852,775
3	DRI	Darden Restaurants Inc	1,704	$351,041
4	QSR	Restaurant Brands International Inc.	4,423	$320,711
5	CMG	Chipotle Mexican Grill Inc	6,140	$208,760

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$852,775	8,345	+8.8%	Shares	Sole	2026-08-07
2026-03-31	$686,976	7,668	+15.7%	Shares	Sole	2026-05-14
2025-12-31	$558,143	6,628	-18.5%	Shares	Defined	2026-02-10
2025-09-30	$688,390	8,137	+10.8%	Shares	Defined	2025-11-07
2025-06-30	$672,839	7,343	+20.1%	Shares	Defined	2025-07-11
2025-03-31	$599,722	6,114	+18.6%	Shares	Defined	2025-04-23
2024-12-31	$470,485	5,156	+50.9%	Shares	Defined	2025-01-17
2024-09-30	$333,123	3,417	+43.4%	Shares	Defined	2024-10-29
2023-06-30	$236,059	2,383	—	Shares	Defined	2023-07-26
No filing history on record for this holder in this stock.