Position in SBUX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,094
+$8,491 QoQ
Shares Held
226
+38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,241
of 2,381 holders
Holding Since
Jun 2025
5 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, 2026IMG Wealth Management, Inc. holds $299,291 across 6 Restaurants names. SBUX ranks #4 (7.7% of the industry book) .
All Filings in SBUX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,094 | 226 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,603 | 163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,505 | 196 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,306 | 110 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,079 | 110 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||