NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in SBUX — Starbucks Corp
CIK 1109767
CEDAR RAPIDS, IA
Position in SBUX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,736,035
+$365,663 QoQ
Shares Held
26,774
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#685
of 2,380 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $6,328,854 across 4 Restaurants names. SBUX ranks #1 (43.2% of the industry book) .
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,736,035 | 26,774 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,370,372 | 26,458 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,586,004 | 30,709 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,688,249 | 31,776 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,865,361 | 31,271 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,188,709 | 32,508 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,568,240 | 39,104 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,762,821 | 38,597 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,016,298 | 38,745 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,402,815 | 37,234 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,278,029 | 23,727 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,151,690 | 23,575 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,265,898 | 22,874 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,348,964 | 22,558 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,240,630 | 22,587 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,659,753 | 19,698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,481,125 | 19,389 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,788,561 | 19,661 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,313,900 | 19,782 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,184,689 | 19,805 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,171,350 | 19,420 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,832,239 | 16,768 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $386,732 | 3,615 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $388,100 | 4,517 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $240,050 | 3,262 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $264,932 | 4,030 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||