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Allied Investment Advisors’s Starbucks SBUX Stock Holding History

Allied Investment Advisors’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 		$727K Hold
7,117
– – 0.09% 66
2026
Q1 		$638K Hold
7,117
– – 0.09% 63
2025
Q4 		$599K Buy
7,117
+125
+2% +$10.5K 0.09% 62
2025
Q3 		$592K Hold
6,992
– – 0.09% 58
2025
Q2 		$641K Hold
6,992
– – 0.11% 53
2025
Q1 		$686K Hold
6,992
– – 0.13% 51
2024
Q4 		$638K Sell
6,992
-75
-1% -$7.26K 0.13% 49
2024
Q3 		$689K Sell
7,067
-64
-0.9% -$5.49K 0.14% 46
2024
Q2 		$555K Buy
7,131
+50
+0.7% +$4.07K 0.13% 47
2024
Q1 		$647K Buy
7,081
+100
+1% +$9.3K 0.16% 43
2023
Q4 		$670K Hold
6,981
– – 0.18% 44
2023
Q3 		$637K Sell
6,981
-649
-9% -$63.7K 0.19% 43
2023
Q2 		$756K Buy
7,630
+690
+10% +$71.6K 0.22% 41
2023
Q1 		$723K Hold
6,940
– – 0.22% 42
2022
Q4 		$688K Hold
6,940
– – 0.22% 42
2022
Q3 		$585K Hold
6,940
– – 0.22% 41
2022
Q2 		$530K Buy
6,940
+200
+3% +$15.4K 0.19% 41
2022
Q1 		$613K Hold
6,740
– – 0.2% 41
2021
Q4 		$788K Hold
6,740
– – 0.27% 41
2021
Q3 		$743K Hold
6,740
– – 0.28% 40
2021
Q2 		$754K Hold
6,740
– – 0.28% 40
2021
Q1 		$736K Sell
6,740
-150
-2% -$15.7K 0.32% 34
2020
Q4 		$737K Hold
6,890
– – 0.35% 35
2020
Q3 		$592K Sell
6,890
-225
-3% -$17.9K 0.32% 38
2020
Q2 		$524K Buy
7,115
+439
+7% +$33K 0.3% 38
2020
Q1 		$439K Hold
6,676
– – 0.32% 36
2019
Q4 		$587K Hold
6,676
– – 0.35% 34
2019
Q3 		$590K Hold
6,676
– – 0.38% 35
2019
Q2 		$560K Hold
6,676
– – 0.38% 35
2019
Q1 		$496K Hold
6,676
– – 0.34% 35
2018
Q4 		$430K Buy
6,676
+70
+1% +$4.38K 0.36% 33
2018
Q3 		$375K Hold
6,606
– – 0.28% 37
2018
Q2 		$323K Buy
6,606
+2
+0% +$114 0.26% 36
2018
Q1 		$382K Hold
6,604
– – 0.31% 35
2017
Q4 		$379K Buy
+6,604
New +$374K 0.32% 31

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Allied Investment Advisors's SBUX Position: Q2 2026 in Review

Allied Investment Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 7,117 shares worth $727K. The position accounts for 0.09% of the portfolio, ranked #66.

Allied Investment Advisors first reported a position in SBUX in Q4 2017 and has held it in 35 quarters since. The position peaked at $788K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Allied Investment Advisors held 7,117 shares of Starbucks worth $727K as of Q2 2026.
  • Allied Investment Advisors left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.09% of Allied Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Allied Investment Advisors first reported a position in Starbucks in Q4 2017 and has held it in 35 quarters since.
  • Allied Investment Advisors's Starbucks position peaked at $788K in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.