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Morningstar Investment Management LLC: SBUX position timeline

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

Morningstar Investment Management LLC held 4,107 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 4,107 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $367,946.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 4,107 shares
    Change vs previous 13F +813 shares

    0.02% of the 13F portfolio, value $367,946.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 3,294 shares
    Change vs previous 13F -49,175 shares

    0.02% of the 13F portfolio, value $277,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 52,469 shares
    Change vs previous 13F +45,345 shares

    0.16% of the 13F portfolio, value $4,439,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 7,124 shares
    Change vs previous 13F -44,684 shares

    0.06% of the 13F portfolio, value $653,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 51,808 shares
    Change vs previous 13F -80,986 shares

    0.93% of the 13F portfolio, value $5,082,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 51,808 shares
    • Morningstar Investment Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 132,794 shares
    Change vs previous 13F -1,345,849 shares

    0.51% of the 13F portfolio, value $12,118,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 125,467 shares
    • Morningstar Investment Management LLC: 7,327 shares

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

  8. period ended2024-09-30
    13F 1,478,643 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $143,942,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 1,471,587 shares
    • Morningstar Investment Management LLC: 7,056 shares

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