Align Financial’s Starbucks SBUX Stock Holding History

Align Financial’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	$61.4K	Hold	601	–	–	0.03%	139
2026 Q1	$53.8K	Sell	601 -50,009	-99%	-$4.73M	0.03%	147
2025 Q4	$50.6K	Buy	+50,610	New	+$4.27M	0.03%	152

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Align Financial's SBUX Position: Q2 2026 in Review

Align Financial held its Starbucks (SBUX) position steady in Q2 2026 at 601 shares worth $61.4K. The position accounts for 0.03% of the portfolio, ranked #139.

Align Financial first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 2,384 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Align Financial held 601 shares of Starbucks worth $61.4K as of Q2 2026.
Align Financial left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.03% of Align Financial's portfolio in Q2 2026, its #139 holding.
Align Financial first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
2,384 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.