Position in SBUX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,957,960
+$166,429 QoQ
Shares Held
19,160
-4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#788
of 2,381 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $8,784,190 across 8 Restaurants names. SBUX ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
16,164 | $4,369,290 | |
| 2 | SBUX |
Starbucks Corp
This page
|
19,160 | $1,957,960 | |
| 3 | YUM |
Yum Brands Inc
|
8,858 | $1,416,039 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
7,936 | $324,344 | |
| 5 | CAVA |
Cava Group, Inc.
|
3,253 | $255,295 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,088 | $224,138 | |
| 7 | WEN |
Wendy's Co
|
15,107 | $125,237 | |
| 8 | SG |
Sweetgreen, Inc.
|
12,700 | $111,887 |
All Filings in SBUX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,957,960 | 19,160 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,791,531 | 19,997 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,696,410 | 20,145 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,885,875 | 34,112 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,036,526 | 33,139 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,762,579 | 17,969 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,836,132 | 20,122 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,028,279 | 20,805 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,936,985 | 24,881 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,054,172 | 22,477 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,550,945 | 16,154 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,425,546 | 15,619 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,094,128 | 21,140 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,633,695 | 15,689 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||