Position in SBUX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,207,885
+$113,812 QoQ
Shares Held
11,820
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#968
of 2,381 holders
Holding Since
Dec 2024
7 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $3,367,449 across 3 Restaurants names. SBUX ranks #2 (35.9% of the industry book) .
All Filings in SBUX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,885 | 11,820 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,094,073 | 12,212 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,008,498 | 11,976 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $895,914 | 10,590 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,036,426 | 11,311 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,116,362 | 11,381 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,046,455 | 11,468 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||