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Advyzon Investment Management’s Starbucks SBUX Stock Holding History

Advyzon Investment Management’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 		$1.88M Buy
18,394
+837
+5% +$84.3K 0.14% 153
2026
Q1 		$1.57M Buy
17,557
+1,529
+10% +$145K 0.14% 150
2025
Q4 		$1.35M Buy
16,028
+7,318
+84% +$617K 0.16% 139
2025
Q3 		$737K Buy
8,710
+2,687
+45% +$241K 0.13% 158
2025
Q2 		$552K Buy
6,023
+831
+16% +$72K 0.12% 157
2025
Q1 		$509K Buy
5,192
+1,427
+38% +$148K 0.18% 108
2024
Q4 		$344K Buy
+3,765
New +$364K 0.13% 142

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

Advyzon Investment Management's SBUX Position: Q2 2026 in Review

Advyzon Investment Management increased its Starbucks (SBUX) stake by 4.8% in Q2 2026, buying an estimated $84.3K and bringing the position to 18,394 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #153.

Advyzon Investment Management first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Advyzon Investment Management held 18,394 shares of Starbucks worth $1.88M as of Q2 2026.
  • Advyzon Investment Management bought 837 Starbucks shares in Q2 2026, an estimated $84.3K.
  • Starbucks made up 0.14% of Advyzon Investment Management's portfolio in Q2 2026, its #153 holding.
  • Advyzon Investment Management first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.