Synergy Investment Management, LLC
Position in SBUX — Starbucks Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in SBUX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,488
+$8,496 QoQ
Shares Held
269
+26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,224
of 2,381 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Synergy Investment Management, LLC holds $903,689 across 5 Restaurants names. SBUX ranks #4 (3.0% of the industry book) .
All Filings in SBUX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,488 | 269 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $18,992 | 212 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $15,105 | 154 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $14,143 | 155 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||