Mowery & Schoenfeld Wealth Management, LLC
Position in SBUX — Starbucks Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in SBUX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$167,080
+$20,601 QoQ
Shares Held
1,635
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,030
of 2,381 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $183,344 across 4 Restaurants names. SBUX ranks #1 (91.1% of the industry book) .
All Filings in SBUX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,080 | 1,635 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $146,479 | 1,635 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $148,630 | 1,765 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $138,321 | 1,635 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,059 | 208 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $20,402 | 208 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $18,888 | 207 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||