Position in SBUX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,468,155
+$963,843 QoQ
Shares Held
43,724
+11.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#529
of 2,390 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, 2026Larson Financial Group LLC holds $12,985,546 across 30 Restaurants names. SBUX ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
This page
|
43,724 | $4,468,155 | |
| 2 | SHAK |
Shake Shack Inc.
|
47,422 | $2,656,580 | |
| 3 | MCD |
Mcdonalds Corp
|
7,513 | $2,030,839 | |
| 4 | YUM |
Yum Brands Inc
|
6,969 | $1,114,064 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
29,000 | $986,000 | |
| 6 | DPZ |
Dominos Pizza Inc
|
2,887 | $854,667 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
6,260 | $255,846 | |
| 8 | DRI |
Darden Restaurants Inc
|
655 | $134,936 |
All Filings in SBUX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,468,155 | 43,724 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,504,312 | 39,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,892,866 | 34,353 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,821,156 | 33,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,607,056 | 28,452 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,172,889 | 22,152 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,044,638 | 22,407 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,171,979 | 22,279 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,657,504 | 21,291 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,912,335 | 20,925 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,133,342 | 22,220 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,020,443 | 22,137 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,224,293 | 22,454 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,256,809 | 21,673 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,110,876 | 21,279 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,685,789 | 20,007 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $47,743 | 625 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $64,770 | 712 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $93,692 | 801 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $43,903 | 398 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $56,352 | 504 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $69,823 | 639 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $68,146 | 637 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $54,645 | 636 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $55,266 | 751 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,207 | 64 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||