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SUMMITRY LLC: SBUX position timeline

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

SUMMITRY LLC held 661,824 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 661,824 shares
    Change vs previous 13F -109,607 shares

    2.22% of the 13F portfolio, value $67,631,826.

    13F-HR 0001941040-26-000431 filed by SUMMITRY LLC
    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/A 771,431 shares
    Change vs previous 13F -2,619 shares

    2.44% of the 13F portfolio, value $69,112,524.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY LLC
    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 774,050 shares
    Change vs previous 13F +12,797 shares

    2.72% of the 13F portfolio, value $65,182,755.

    13F-HR 0001941040-26-000079 filed by SUMMITRY LLC
    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 761,253 shares
    Change vs previous 13F +135,592 shares

    2.72% of the 13F portfolio, value $64,401,992.

    13F-HR 0001941040-25-000598 filed by SUMMITRY LLC
    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 625,661 shares
    Change vs previous 13F +23,972 shares

    2.6% of the 13F portfolio, value $57,329,306.

    13F-HR 0001941040-25-000465 filed by SUMMITRY LLC
    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 601,689 shares
    Change vs previous 13F +57,282 shares

    2.98% of the 13F portfolio, value $59,019,719.

    13F-HR 0001085146-25-003029 filed by SUMMITRY LLC
    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 544,407 shares
    Change vs previous 13F +14,955 shares

    2.43% of the 13F portfolio, value $49,677,147.

    13F-HR 0001085146-25-001020 filed by SUMMITRY LLC
    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 529,452 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $51,616,283.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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