Position in SBUX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,592,263
+$1,945,849 QoQ
Shares Held
93,867
+10.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#348
of 2,388 holders
Holding Since
Jun 2020
25 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, 2026Merit Financial Group, LLC holds $35,574,798 across 13 Restaurants names. SBUX ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
45,211 | $12,220,981 | |
| 2 | SBUX |
Starbucks Corp
This page
|
93,867 | $9,592,263 | |
| 3 | YUM |
Yum Brands Inc
|
17,476 | $2,793,708 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
13,810 | $2,668,504 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
74,286 | $2,525,724 | |
| 6 | DPZ |
Dominos Pizza Inc
|
6,479 | $1,918,041 | |
| 7 | DRI |
Darden Restaurants Inc
|
5,337 | $1,099,474 | |
| 8 | EAT |
Brinker International, Inc
|
5,002 | $840,336 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,592,263 | 93,867 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $7,646,414 | 85,349 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $6,612,756 | 78,527 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $6,717,829 | 79,407 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $7,533,360 | 82,215 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,195,686 | 73,358 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,312,766 | 69,181 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,459,979 | 66,263 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,227,316 | 67,146 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,301,899 | 58,014 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,845,448 | 29,637 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,235,521 | 35,450 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,845,806 | 38,823 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,223,552 | 30,957 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,270,758 | 43,052 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,551,729 | 30,284 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,761,040 | 36,144 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $596,854 | 6,561 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $574,205 | 4,909 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $526,399 | 4,772 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $530,650 | 4,746 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $477,728 | 4,372 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $246,909 | 2,308 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $286,629 | 3,336 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $244,245 | 3,319 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||