Position in SBUX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$17,985
+$1,591 QoQ
Shares Held
176
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,267
of 2,380 holders
Holding Since
Dec 2023
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, 2026Dogwood Wealth Management LLC holds $189,195 across 6 Restaurants names. SBUX ranks #2 (9.5% of the industry book) .
All Filings in SBUX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,985 | 176 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $16,394 | 183 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,094 | 108 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,807 | 45 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,537 | 115 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,942 | 30 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $14 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $11 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $27,691 | 303 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $28,995 | 302 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||