Annis Gardner Whiting Capital Advisors’s Starbucks SBUX Stock Holding History

Annis Gardner Whiting Capital 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	$390K	Buy	3,821 +45	+1%	+$4.53K	0.06%	244
2026 Q1	$338K	Sell	3,776 -183	-5%	-$17.3K	0.05%	238
2025 Q4	$333K	Buy	3,959 +304	+8%	+$25.6K	0.06%	235
2025 Q3	$309K	Sell	3,655 -1,563	-30%	-$140K	0.06%	229
2025 Q2	$478K	Buy	5,218 +789	+18%	+$68.4K	0.17%	120
2025 Q1	$434K	Buy	4,429 +336	+8%	+$34.7K	0.18%	114
2024 Q4	$373K	Buy	4,093 +47	+1%	+$4.55K	0.1%	157
2024 Q3	$394K	Sell	4,046 -17	-0.4%	-$1.46K	0.11%	154
2024 Q2	$316K	Sell	4,063 -111	-3%	-$9.04K	0.09%	177
2024 Q1	$381K	Buy	4,174 +892	+27%	+$83K	0.14%	120
2023 Q4	$315K	Buy	3,282 +1,024	+45%	+$99.7K	0.14%	119
2023 Q3	$206K	Buy	+2,258	New	+$222K	0.11%	135

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's SBUX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Starbucks (SBUX) stake by 1.2% in Q2 2026, buying an estimated $4.53K and bringing the position to 3,821 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #244.

Annis Gardner Whiting Capital Advisors first reported a position in SBUX in Q3 2023 and has held it in 12 quarters since. The position peaked at $478K in Q2 2025. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 3,821 shares of Starbucks worth $390K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 45 Starbucks shares in Q2 2026, an estimated $4.53K.
Starbucks made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #244 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Starbucks in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Starbucks position peaked at $478K in Q2 2025.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.