Position in SBUX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,211,697
+$357,185 QoQ
Shares Held
21,643
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#749
of 2,381 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)
Derivatives in SBUX
reported options exposure · as of Dec 31, 2020CallValue
$106
CallShares
1
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Independent Advisor Alliance holds $17,604,623 across 7 Restaurants names. SBUX ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
39,612 | $10,707,519 | |
| 2 | SBUX |
Starbucks Corp
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|
21,643 | $2,211,697 | |
| 3 | YUM |
Yum Brands Inc
|
8,612 | $1,376,713 | |
| 4 | BROS |
Dutch Bros Inc.
|
15,453 | $1,109,678 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
26,663 | $906,542 | |
| 6 | EAT |
Brinker International, Inc
|
4,895 | $822,360 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,282 | $470,114 |
All Filings in SBUX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,211,697 | 21,643 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,854,512 | 20,700 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,812,619 | 21,525 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,825,329 | 21,576 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,787,608 | 19,509 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,922,885 | 29,798 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,240,369 | 24,552 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,932,693 | 30,082 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,654,123 | 46,938 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,165,190 | 45,576 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,352,805 | 45,337 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,090,812 | 44,821 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,481,088 | 55,331 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,663,526 | 54,389 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,133,862 | 41,672 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,333,999 | 39,568 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,934,292 | 38,412 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,359,736 | 47,925 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,255,321 | 53,478 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,283,517 | 47,897 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,348,794 | 56,782 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,106,007 | 55,880 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $106 | 1 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $4,724,022 | 44,158 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,257,827 | 37,917 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,298,009 | 44,816 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,739,451 | 41,671 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||