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Advisory Advocates’s Starbucks SBUX Stock Holding History

Advisory Advocates’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 		$418K Buy
4,094
+1,247
+44% +$126K 0.36% 101
2026
Q1 		$255K Buy
2,847
+240
+9% +$22.7K 0.26% 131
2025
Q4 		$220K Buy
+2,607
New +$220K 0.22% 143

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advisory Advocates's SBUX Position: Q2 2026 in Review

Advisory Advocates increased its Starbucks (SBUX) stake by 44% in Q2 2026, buying an estimated $126K and bringing the position to 4,094 shares worth $418K. The position accounts for 0.36% of the portfolio, ranked #101.

Advisory Advocates first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 2,284 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Advisory Advocates held 4,094 shares of Starbucks worth $418K as of Q2 2026.
  • Advisory Advocates bought 1,247 Starbucks shares in Q2 2026, an estimated $126K.
  • Starbucks made up 0.36% of Advisory Advocates's portfolio in Q2 2026, its #101 holding.
  • Advisory Advocates first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.