INDEPENDENT FINANCIAL GROUP, LLC

Position in SBUX — Starbucks Corp

CIK 275484 SAN DIEGO, CA

Position in SBUX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,599,776

+$538,931 QoQ

Shares Held

45,012

-0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#523

of 2,381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $12,516,547 across 7 Restaurants names. SBUX ranks #1 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp This page	45,012	$4,599,776
2	MCD	Mcdonalds Corp	14,402	$3,893,004
3	BROS	Dutch Bros Inc.	24,394	$1,751,733
4	CMG	Chipotle Mexican Grill Inc	25,776	$876,384
5	YUM	Yum Brands Inc	4,669	$746,386
6	EAT	Brinker International, Inc	3,350	$562,800
7	WEN	Wendy's Co	10,430	$86,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,599,776	45,012	-0.7%	Shares	Sole	2026-07-15
2026-03-31	$4,060,845	45,327	-2.2%	Shares	Sole	2026-05-15
2025-12-31	$3,904,817	46,370	+21.0%	Shares	Sole	2026-05-15
2025-09-30	$3,241,618	38,317	-12.9%	Shares	Sole	2026-05-15
2025-06-30	$4,028,787	43,968	+3.5%	Shares	Sole	2026-05-15
2025-03-31	$4,166,568	42,477	+6.7%	Shares	Sole	2026-05-19
2024-12-31	$3,632,115	39,804	-5.3%	Shares	Sole	2026-06-12
2024-09-30	$4,099,259	42,048	+36.0%	Shares	Sole	2026-06-12
2024-06-30	$2,406,109	30,907	-5.1%	Shares	Sole	2026-06-12
2024-03-31	$2,976,206	32,566	-13.5%	Shares	Sole	2026-06-12
2023-12-31	$3,615,256	37,655	+15.2%	Shares	Sole	2026-06-12
2023-09-30	$2,983,251	32,686	-11.5%	Shares	Sole	2026-06-12
2023-06-30	$3,657,196	36,919	-6.7%	Shares	Sole	2026-06-12
2023-03-31	$4,121,048	39,576	-0.2%	Shares	Sole	2026-06-12
2022-12-31	$3,932,288	39,640	-0.1%	Shares	Sole	2026-06-15
2022-09-30	$3,343,773	39,684	+36.9%	Shares	Sole	2026-06-15
2022-06-30	$2,214,775	28,993	-20.1%	Shares	Sole	2026-06-12
2022-03-31	$3,300,482	36,281	-4.7%	Shares	Sole	2026-06-12
2021-12-31	$4,451,761	38,059	+11.8%	Shares	Sole	2026-06-15
2021-09-30	$3,754,731	34,038	+0.3%	Shares	Sole	2026-06-15
2021-06-30	$3,794,495	33,937	+2.5%	Shares	Sole	2026-06-15
2021-03-31	$3,618,148	33,112	+15.6%	Shares	Sole	2026-06-15
2020-12-31	$3,065,511	28,655	+18.9%	Shares	Sole	2026-06-15
2020-09-30	$2,070,156	24,094	-0.0%	Shares	Sole	2026-06-15
2020-06-30	$1,773,592	24,101	+0.8%	Shares	Sole	2026-06-15
2020-03-31	$1,572,237	23,916	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.