Position in SBUX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,241,937
+$688,795 QoQ
Shares Held
51,296
+0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#488
of 2,381 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $30,667,460 across 4 Restaurants names. SBUX ranks #2 (17.1% of the industry book) .
All Filings in SBUX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,241,937 | 51,296 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,553,142 | 50,822 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $4,228,183 | 50,210 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,119,765 | 48,697 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,294,513 | 46,868 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $4,434,256 | 45,206 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $4,158,992 | 45,578 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,037,015 | 51,667 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,929,478 | 50,475 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $4,164,459 | 45,568 | Shares | Defined | 2024-05-03 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,443 | 29 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,215 | 29 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||