Position in SBUX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$108,117
+$13,331 QoQ
Shares Held
1,058
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,081
of 2,381 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $300,660 across 11 Restaurants names. SBUX ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
533 | $144,075 | |
| 2 | SBUX |
Starbucks Corp
This page
|
1,058 | $108,117 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
200 | $14,502 | |
| 4 | DPZ |
Dominos Pizza Inc
|
27 | $7,993 | |
| 5 | YUM |
Yum Brands Inc
|
47 | $7,513 | |
| 6 | SHAK |
Shake Shack Inc.
|
100 | $5,602 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
18 | $3,478 | |
| 8 | WING |
Wingstop Inc.
|
20 | $3,468 |
All Filings in SBUX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,117 | 1,058 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $94,786 | 1,058 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $90,020 | 1,069 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $90,606 | 1,071 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $98,135 | 1,071 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $103,583 | 1,056 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $85,045 | 932 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $90,373 | 927 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $71,777 | 922 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $109,302 | 1,196 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $137,486 | 1,432 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||