True Wealth Design, LLC

Position in SBUX — Starbucks Corp

CIK 1966033 AKRON, OH

Position in SBUX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$27,080

+$10,058 QoQ

Shares Held

265

+39.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,225

of 2,381 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

True Wealth Design, LLC holds $1,191,998 across 25 Restaurants names. SBUX ranks #7 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	2,268	$613,063
2	TXRH	Texas Roadhouse, Inc.	867	$167,530
3	DPZ	Dominos Pizza Inc	556	$164,598
4	CMG	Chipotle Mexican Grill Inc	1,787	$60,758
5	DRI	Darden Restaurants Inc	225	$46,352
6	YUM	Yum Brands Inc	278	$44,441
7	SBUX	Starbucks Corp This page	265	$27,080
8	QSR	Restaurant Brands International Inc.	274	$19,867

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,080	265	+39.5%	Shares	Sole	2026-07-16
2026-03-31	$17,022	190	+192.3%	Shares	Sole	2026-04-13
2025-12-31	$5,473	65	-27.0%	Shares	Sole	2026-01-08
2025-09-30	$7,529	89	-17.6%	Shares	Sole	2025-10-21
2025-06-30	$9,896	108	+21.3%	Shares	Sole	2025-08-06
2025-03-31	$8,730	89	+147.2%	Shares	Sole	2025-05-13
2024-12-31	$3,285	36	+50.0%	Shares	Sole	2025-02-14
2024-09-30	$2,339	24	+26.3%	Shares	Sole	2024-11-14
2024-06-30	$1,479	19	-5.0%	Shares	Sole	2024-08-14
2024-03-31	$1,827	20	-23.1%	Shares	Sole	2024-05-14
2023-12-31	$2,496	26	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,373	26	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,575	26	0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,707	26	0.0%	Shares	Sole	2023-05-12
2022-12-31	$2,579	26	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.