AO
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Advisor OS’s Starbucks SBUX Stock Holding History

Advisor OS’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Sell
2,920
-116
-4% -$11.7K 0.02% 448
2026
Q1 		$272K Buy
3,036
+476
+19% +$45K 0.02% 453
2025
Q4 		$216K Buy
+2,560
New +$216K 0.02% 455
2025
Q2 		– Sell
-2,572
Closed -$252K – 478
2025
Q1 		$252K Sell
2,572
-1,976
-43% -$204K 0.03% 364
2024
Q4 		$415K Buy
4,548
+139
+3% +$13.4K 0.05% 257
2024
Q3 		$430K Sell
4,409
-6,009
-58% -$516K 0.04% 268
2024
Q2 		$811K Buy
10,418
+1,781
+21% +$145K 0.09% 186
2024
Q1 		$789K Buy
8,637
+3,604
+72% +$335K 0.09% 188
2023
Q4 		$483K Buy
5,033
+1,628
+48% +$158K 0.06% 215
2023
Q3 		$311K Buy
3,405
+34
+1% +$3.34K 0.05% 229
2023
Q2 		$334K Buy
3,371
+337
+11% +$35K 0.05% 229
2023
Q1 		$316K Buy
3,034
+488
+19% +$50.8K 0.08% 184
2022
Q4 		$253K Buy
2,546
+3
+0.1% +$283 0.07% 191
2022
Q3 		$214K Buy
+2,543
New +$216K 0.06% 187
2022
Q2 		– Sell
-2,639
Closed -$240K – 208
2022
Q1 		$240K Sell
2,639
-10,690
-80% -$1.01M 0.07% 189
2021
Q4 		$1.56M Buy
13,329
+1,257
+10% +$142K 0.32% 79
2021
Q3 		$1.33M Sell
12,072
-130
-1% -$15.2K 0.29% 81
2021
Q2 		$1.36M Buy
12,202
+1,571
+15% +$178K 0.28% 70
2021
Q1 		$1.16M Buy
10,631
+1,420
+15% +$149K 0.26% 70
2020
Q4 		$985K Buy
9,211
+4,196
+84% +$401K 0.26% 55
2020
Q3 		$430K Buy
+5,015
New +$400K 0.18% 62

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's SBUX Position: Q2 2026 in Review

Advisor OS reduced its Starbucks (SBUX) stake by 3.8% in Q2 2026, selling an estimated $11.7K and leaving 2,920 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #448.

Advisor OS first reported a position in SBUX in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.56M in Q4 2021. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Advisor OS held 2,920 shares of Starbucks worth $298K as of Q2 2026.
  • Advisor OS sold 116 Starbucks shares in Q2 2026, an estimated $11.7K.
  • Starbucks made up 0.02% of Advisor OS's portfolio in Q2 2026, its #448 holding.
  • Advisor OS first reported a position in Starbucks in Q3 2020 and has held it in 21 quarters since.
  • Advisor OS's Starbucks position peaked at $1.56M in Q4 2021.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.