Position in SBUX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,440,808
-$587,513 QoQ
Shares Held
23,885
-29.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#717
of 2,388 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names. SBUX ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,263 | $8,721,011 | |
| 2 | SBUX |
Starbucks Corp
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|
23,885 | $2,440,808 | |
| 3 | YUM |
Yum Brands Inc
|
8,127 | $1,299,182 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
32,686 | $1,111,324 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,001 | $1,030,256 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,659 | $707,028 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
8,389 | $342,858 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,146 | $297,724 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,440,808 | 23,885 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,028,321 | 33,802 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,023,139 | 35,900 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,549,674 | 30,138 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,124,449 | 45,012 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,648,681 | 47,392 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,564,963 | 50,027 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,854,904 | 49,799 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,960,446 | 63,718 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,836,713 | 63,866 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $6,185,444 | 64,425 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,141,193 | 67,286 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,885,176 | 79,600 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,038,002 | 77,192 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,477 | 93,050 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,815,452 | 92,754 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,645 | 87 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,924,272 | 76,116 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $9,178,635 | 78,470 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $7,731,958 | 70,093 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $8,461,445 | 75,677 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $8,226,064 | 75,282 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,092,716 | 75,647 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,775,370 | 67,218 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,107,881 | 69,410 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,181,261 | 63,603 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||