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Keudell/Morrison Wealth Management: SBUX position timeline

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

Keudell/Morrison Wealth Management held 11,662 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,662 shares
    Change vs previous 13F +93 shares

    0.23% of the 13F portfolio, value $1,191,774.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 11,569 shares
    Change vs previous 13F -990 shares

    0.21% of the 13F portfolio, value $1,036,501.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 12,559 shares
    Change vs previous 13F +1,017 shares

    0.22% of the 13F portfolio, value $1,057,565.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 11,542 shares
    Change vs previous 13F +603 shares

    0.23% of the 13F portfolio, value $1,057,589.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,939 shares
    Change vs previous 13F +1,072 shares

    0.25% of the 13F portfolio, value $1,072,992.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,867 shares
    Change vs previous 13F +370 shares

    0.23% of the 13F portfolio, value $900,335.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,497 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $925,872.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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