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Alliance Wealth Advisors (Utah)’s Starbucks SBUX Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$921K Sell
9,013
-3,373
-27% -$340K 0.17% 79
2026
Q1 		$1.11M Sell
12,386
-7,322
-37% -$693K 0.24% 76
2025
Q4 		$1.66M Sell
19,708
-11,617
-37% -$980K 0.36% 73
2025
Q3 		$2.65M Sell
31,325
-3,793
-11% -$340K 0.62% 50
2025
Q2 		$3.22M Buy
35,118
+10,302
+42% +$893K 0.77% 44
2025
Q1 		$2.43M Buy
24,816
+15,425
+164% +$1.59M 0.64% 52
2024
Q4 		$857K Buy
9,391
+1,946
+26% +$188K 0.22% 110
2024
Q3 		$726K Buy
7,445
+1,162
+18% +$99.7K 0.19% 122
2024
Q2 		$489K Buy
6,283
+295
+5% +$24K 0.14% 140
2024
Q1 		$547K Buy
5,988
+278
+5% +$25.9K 0.16% 131
2023
Q4 		$548K Buy
5,710
+237
+4% +$23.1K 0.18% 117
2023
Q3 		$500K Buy
5,473
+96
+2% +$9.42K 0.19% 116
2023
Q2 		$533K Sell
5,377
-1,031
-16% -$107K 0.2% 118
2023
Q1 		$667K Buy
6,408
+100
+2% +$10.4K 0.27% 92
2022
Q4 		$626K Buy
+6,308
New +$595K 0.28% 85

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

Alliance Wealth Advisors (Utah)'s SBUX Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Starbucks (SBUX) stake by 27% in Q2 2026, selling an estimated $340K and leaving 9,013 shares worth $921K. The position accounts for 0.17% of the portfolio, ranked #79.

Alliance Wealth Advisors (Utah) first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.22M in Q2 2025. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 9,013 shares of Starbucks worth $921K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 3,373 Starbucks shares in Q2 2026, an estimated $340K.
  • Starbucks made up 0.17% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #79 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Starbucks position peaked at $3.22M in Q2 2025.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.