Position in SBUX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,504,312
+$611,446 QoQ
Shares Held
39,115
+13.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Larson Financial Group LLC holds $13,428,778 across 29 Restaurants names. SBUX ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHAK |
Shake Shack Inc.
|
49,023 | $4,337,064 | |
| 2 | SBUX |
Starbucks Corp
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|
39,115 | $3,504,312 | |
| 3 | MCD |
Mcdonalds Corp
|
9,139 | $2,840,309 | |
| 4 | YUM |
Yum Brands Inc
|
6,303 | $979,990 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,357 | $486,878 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
12,487 | $399,708 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,118 | $349,766 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
4,108 | $200,388 |
All Filings in SBUX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||