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Portside Wealth Group, LLC

Position in SBUX — Starbucks Corp

CIK 1978608 Provo, UT

Position in SBUX

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$3,514,416
+$283,712 QoQ
Shares Held
34,391
-4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#603
of 2,381 holders
Holding Since
Jun 2023
13 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, 2026

Portside Wealth Group, LLC holds $7,470,832 across 6 Restaurants names. SBUX ranks #1 (47.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SBUX
Starbucks Corp
This page
34,391 $3,514,416

All Filings in SBUX

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,514,416 34,391
2026-03-31 $3,230,704 36,061
2025-12-31 $3,685,281 43,763
2025-09-30 $4,130,679 48,826
2025-06-30 $4,657,552 50,830
2025-03-31 $3,552,917 36,221
2024-12-31 $1,370,940 15,024
2024-09-30 $1,368,271 14,035
2024-06-30 $1,018,044 13,077
2024-03-31 $1,175,458 12,862
2023-12-31 $1,257,346 13,096
2023-09-30 $1,246,474 13,657
2023-06-30 $1,276,586 12,887