Position in SBUX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,061,958
+$150,828 QoQ
Shares Held
10,392
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,021
of 2,388 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $7,312,513 across 6 Restaurants names. SBUX ranks #3 (14.5% of the industry book) .
All Filings in SBUX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,958 | 10,392 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $911,130 | 10,170 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,055,319 | 12,532 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,365,867 | 16,145 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,506,946 | 16,446 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,432,800 | 14,607 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,355,518 | 14,855 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,792,158 | 18,383 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $752,965 | 9,672 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $757,897 | 8,293 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,012,041 | 10,541 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $524,163 | 5,743 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $899,266 | 9,078 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||