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HCR Wealth Advisors: SBUX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HCR Wealth Advisors on SBUX, newest first. How the timeline and the estimate are built.

HCR Wealth Advisors held 30,534 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,534 shares
    Change vs previous 13F +816 shares

    0.28% of the 13F portfolio, value $3,120,328.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,718 shares
    Change vs previous 13F -682 shares

    0.28% of the 13F portfolio, value $2,662,446.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,400 shares
    Change vs previous 13F +291 shares

    0.25% of the 13F portfolio, value $2,560,051.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,109 shares
    Change vs previous 13F +722 shares

    0.27% of the 13F portfolio, value $2,611,104.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,387 shares
    Change vs previous 13F -1,089 shares

    0.32% of the 13F portfolio, value $2,692,766.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,476 shares
    Change vs previous 13F -857 shares

    0.39% of the 13F portfolio, value $2,989,474.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,333 shares
    Change vs previous 13F -152 shares

    0.36% of the 13F portfolio, value $2,859,214.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,485 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,069,524.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).