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Starbucks Corporation shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Starbucks Corporation (SBUX) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Starbucks Corporation

Tip: Access up to 7 years of quarterly data

All positions including Starbucks Corporation held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starbucks Corporation by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 2.7k 84.21
2025-09-30 $720k 7.9k 91.27
2025-06-30 $264k 2.9k 91.63

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Starbucks Corporation

Vanguard Group
Capital World Investors
Capital Research Global Investors
BlackRock
State Street Corporation
FMR
Geode Capital Management
T. Rowe Price Investment Management
Wells Fargo & Company
Capital Research and Management Company - Division 3
Norges Bank Investment Management
Invesco
Goldman Sachs Group
Northern Trust
Susquehanna International

View all funds holding Starbucks Corporation