Skip to main content

Bernard Wealth Management Corp.

Position in SBUX — Starbucks Corp

CIK 2056313 ROYAL OAK, MI

Position in SBUX

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$4,479
+$269 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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, 2026

Bernard Wealth Management Corp. holds $181,110 across 3 Restaurants names.

# Ticker Company Shares Value (USD) Open

All Filings in SBUX

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,479 50
2025-12-31 $4,210 50
2025-09-30 $4,230 50
2025-06-30 $4,581 50
2025-03-31 $6,964 71
2024-12-31 $17,976 197