OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in SBUX — Starbucks Corp

CIK 714364 WILLIAMSVILLE, NY

Position in SBUX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$28,715

+$3,630 QoQ

Shares Held

281

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,222

of 2,381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $179,879 across 5 Restaurants names. SBUX ranks #2 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	457	$123,531
2	SBUX	Starbucks Corp This page	281	$28,715
3	CMG	Chipotle Mexican Grill Inc	534	$18,156
4	DRI	Darden Restaurants Inc	46	$9,476
5	YUM	Yum Brands Inc	10	$1

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,715	281	+0.4%	Shares	Sole	2026-08-07
2026-03-31	$25,085	280	+0.4%	Shares	Sole	2026-05-12
2025-12-31	$23,494	279	+21.8%	Shares	Sole	2026-01-23
2025-09-30	$19,373	229	-25.9%	Shares	Sole	2025-11-04
2025-06-30	$28,313	309	+0.7%	Shares	Sole	2025-08-08
2025-03-31	$30,113	307	+51.2%	Shares	Sole	2025-05-09
2024-12-31	$18,523	203	+0.5%	Shares	Sole	2025-01-24
2024-09-30	$19,692	202	+0.5%	Shares	Sole	2024-11-08
2024-06-30	$15,647	201	+0.5%	Shares	Sole	2024-08-08
2024-03-31	$18,278	200	0.0%	Shares	Sole	2024-05-03
2023-12-31	$19,202	200	0.0%	Shares	Sole	2024-02-09
2023-09-30	$18,254	200	-12.7%	Shares	Sole	2023-10-19
2023-06-30	$22,684	229	+14.5%	Shares	Sole	2023-08-03
2023-03-31	$20,826	200	0.0%	Shares	Sole	2023-05-03
2022-12-31	$19,840	200	0.0%	Shares	Sole	2023-01-30
2022-09-30	$16,852	200	0.0%	Shares	Sole	2022-10-20
2022-06-30	$15,278	200	0.0%	Shares	Sole	2022-07-21
2022-03-31	$18,194	200	0.0%	Shares	Sole	2022-04-26
2021-12-31	$23,394	200	0.0%	Shares	Sole	2022-01-18
2021-09-30	$22,062	200	0.0%	Shares	Sole	2021-10-27
2021-06-30	$22,362	200	0.0%	Shares	Sole	2021-07-14
2021-03-31	$21,854	200	0.0%	Shares	Sole	2021-04-26
2020-12-31	$21,396	200	0.0%	Shares	Sole	2021-01-20
2020-09-30	$17,184	200	0.0%	Shares	Sole	2020-11-02
2020-06-30	$14,718	200	0.0%	Shares	Sole	2020-08-07
2020-03-31	$13,148	200	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.