Position in SBUX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$735,257
+$21,315 QoQ
Shares Held
7,195
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,187
of 2,381 holders
Holding Since
Jun 2022
17 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, 2026Everhart Financial Group, Inc. holds $3,411,600 across 6 Restaurants names. SBUX ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,633 | $1,522,656 | |
| 2 | SBUX |
Starbucks Corp
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|
7,195 | $735,257 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
14,011 | $476,374 | |
| 4 | YUM |
Yum Brands Inc
|
1,810 | $289,346 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
2,955 | $214,267 | |
| 6 | WEN |
Wendy's Co
|
20,953 | $173,700 |
All Filings in SBUX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,257 | 7,195 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $713,942 | 7,969 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $577,596 | 6,859 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $541,609 | 6,402 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $465,022 | 5,075 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $552,050 | 5,628 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $403,325 | 4,420 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $392,884 | 4,030 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $235,729 | 3,028 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $373,876 | 4,091 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $460,848 | 4,800 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $380,504 | 4,169 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $427,642 | 4,317 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $418,290 | 4,017 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $365,948 | 3,689 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $358,357 | 4,253 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $256,288 | 3,355 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||