Position in SBUX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$280,000
+$34,524 QoQ
Shares Held
2,740
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,786
of 2,380 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, 2026CGC Financial Services, LLC holds $542,128 across 4 Restaurants names. SBUX ranks #1 (51.6% 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 | $280,000 | 2,740 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $245,476 | 2,740 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $230,735 | 2,740 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $231,804 | 2,740 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $163,101 | 1,780 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $174,600 | 1,780 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $166,257 | 1,822 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $177,626 | 1,822 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $154,298 | 1,982 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $181,134 | 1,982 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $190,291 | 1,982 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $256,651 | 2,812 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $281,528 | 2,842 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||