Position in SBUX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,405,002
+$809,129 QoQ
Shares Held
43,106
+7.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#534
of 2,381 holders
Holding Since
Dec 2023
10 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, 2026Turtle Creek Wealth Advisors, LLC holds $21,972,535 across 4 Restaurants names. SBUX ranks #2 (20.0% 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 | $4,405,002 | 43,106 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,595,873 | 40,137 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,446,125 | 40,923 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,789,515 | 32,973 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,352,783 | 25,677 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,425,373 | 24,726 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $544,774 | 5,588 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $407,778 | 5,238 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $509,225 | 5,572 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $678,598 | 7,068 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||