Position in SBUX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$357,051
-$1,448,904 QoQ
Shares Held
3,494
-82.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,602
of 2,381 holders
Holding Since
Dec 2022
15 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, 2026Beverly Hills Private Wealth, LLC holds $2,213,810 across 2 Restaurants names. SBUX ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,869 | $1,856,759 | |
| 2 | SBUX |
Starbucks Corp
This page
|
3,494 | $357,051 |
All Filings in SBUX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,051 | 3,494 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,805,955 | 20,158 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $791,405 | 9,398 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,626,687 | 19,228 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,315,671 | 25,272 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,605,169 | 26,559 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,424,968 | 26,575 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,829,936 | 29,028 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,735,880 | 35,143 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,332,261 | 36,462 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,728,986 | 28,424 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,746,952 | 30,097 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,801,151 | 58,562 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,166,280 | 30,407 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,597,155 | 26,181 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||