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McKinley Carter Wealth Services, Inc.: SBUX position timeline

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

McKinley Carter Wealth Services, Inc. held 24,560 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,560 shares
    Change vs previous 13F +617 shares

    0.13% of the 13F portfolio, value $2,509,828.

    13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
    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 23,943 shares
    Change vs previous 13F -1,114 shares

    0.12% of the 13F portfolio, value $2,145,057.

    13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
    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 25,057 shares
    Change vs previous 13F +1,053 shares

    0.12% of the 13F portfolio, value $2,110,031.

    13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
    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 24,004 shares
    Change vs previous 13F +67 shares

    0.11% of the 13F portfolio, value $2,030,714.

    13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
    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 23,937 shares
    Change vs previous 13F -118 shares

    0.12% of the 13F portfolio, value $2,193,314.

    13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
    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 24,055 shares
    Change vs previous 13F -3,327 shares

    0.15% of the 13F portfolio, value $2,359,556.

    13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
    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 27,382 shares
    Change vs previous 13F -2,046 shares

    0.15% of the 13F portfolio, value $2,498,588.

    13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
    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 29,428 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,868,963.

    13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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