PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in SBUX — Starbucks Corp
CIK 2145782
WALTHAM, MA
Position in SBUX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$40,876
+$5,040 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,186
of 2,388 holders
Holding Since
Dec 2022
14 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $387,902 across 4 Restaurants names. SBUX ranks #4 (10.5% of the industry book) .
All Filings in SBUX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,876 | 400 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $35,836 | 400 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $33,684 | 400 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $4,230 | 50 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $2,748 | 30 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $36,865 | 404 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $39,190 | 402 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $24,600 | 316 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $28,696 | 314 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $30,051 | 313 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $4,380 | 48 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $4,755 | 2,899 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $4,998 | 48 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $16,467 | 166 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||