Position in SBUX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$479,577
+$92,043 QoQ
Shares Held
4,693
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,415
of 2,381 holders
Holding Since
Mar 2020
19 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, 2026IFG Advisory, LLC holds $2,986,127 across 12 Restaurants names. SBUX ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,605 | $1,785,397 | |
| 2 | SBUX |
Starbucks Corp
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|
4,693 | $479,577 | |
| 3 | YUM |
Yum Brands Inc
|
2,334 | $373,113 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
5,450 | $185,300 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,955 | $79,900 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
569 | $41,258 | |
| 7 | BROS |
Dutch Bros Inc.
|
250 | $17,952 | |
| 8 | WEN |
Wendy's Co
|
1,946 | $16,132 |
All Filings in SBUX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,577 | 4,693 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $387,534 | 4,602 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $222,370 | 2,267 | Shares | Sole | 2025-05-08 | |
| 2024-03-31 | $1,845,986 | 20,199 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,391,897 | 24,913 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,214,392 | 24,262 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,349,604 | 23,719 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,352,192 | 22,589 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,165,238 | 21,827 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $550,807 | 6,537 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $276,457 | 3,039 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $333,949 | 2,855 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $325,414 | 2,950 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $331,404 | 2,964 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $611,147 | 5,593 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $585,073 | 5,469 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $478,746 | 5,572 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $410,264 | 5,575 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $289,716 | 4,407 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||