Position in SBUX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$19,620
+$2,419 QoQ
Shares Held
192
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,257
of 2,381 holders
Holding Since
Sep 2025
4 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, 2026Copia Wealth Management holds $230,342 across 4 Restaurants names. SBUX ranks #4 (8.5% 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 | $19,620 | 192 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $17,201 | 192 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,326 | 182 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,397 | 182 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||