Position in SBUX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,094,352
+$227,032 QoQ
Shares Held
10,709
+10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,006
of 2,381 holders
Holding Since
Mar 2024
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, 2026Gen-Wealth Partners Inc holds $3,114,648 across 2 Restaurants names. SBUX ranks #2 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,474 | $2,020,296 | |
| 2 | SBUX |
Starbucks Corp
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|
10,709 | $1,094,352 |
All Filings in SBUX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,352 | 10,709 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $867,320 | 9,681 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $634,774 | 7,538 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $427,314 | 5,051 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,250 | 2,491 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,470 | 2,319 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $210,331 | 2,305 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $219,157 | 2,248 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $206,146 | 2,648 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $157,921 | 1,728 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||