Position in SBUX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,718,732
+$428,460 QoQ
Shares Held
16,819
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#833
of 2,380 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $7,202,669 across 5 Restaurants names. SBUX ranks #2 (23.9% of the industry book) .
All Filings in SBUX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,718,732 | 16,819 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,290,272 | 14,402 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,040,833 | 12,360 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $961,561 | 11,366 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,035,140 | 11,297 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $967,165 | 9,860 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $707,186 | 7,750 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $572,653 | 5,874 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $418,676 | 5,378 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $451,922 | 4,945 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||