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KINGSWOOD WEALTH ADVISORS, LLC

Position in SBUX — Starbucks Corp

CIK 1987855 SAN DIEGO, CA

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, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $7,312,513 across 6 Restaurants names. SBUX ranks #3 (14.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SBUX
Starbucks Corp
This page
10,392 $1,061,958

All Filings in SBUX

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,061,958 10,392
2026-03-31 $911,130 10,170
2025-12-31 $1,055,319 12,532
2025-09-30 $1,365,867 16,145
2025-06-30 $1,506,946 16,446
2025-03-31 $1,432,800 14,607
2024-12-31 $1,355,518 14,855
2024-09-30 $1,792,158 18,383
2024-06-30 $752,965 9,672
2024-03-31 $757,897 8,293
2023-12-31 $1,012,041 10,541
2023-09-30 $524,163 5,743
2023-06-30 $899,266 9,078