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AssuredPartners Investment Advisors’s Starbucks SBUX Stock Holding History

AssuredPartners 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 		$472K Sell
4,619
-695
-13% -$70K 0.05% 268
2026
Q1 		$504K Sell
5,314
-1,701
-24% -$161K 0.05% 250
2025
Q4 		$591K Buy
7,015
+1,172
+20% +$98.9K 0.09% 188
2025
Q3 		$494K Sell
5,843
-24,030
-80% -$2.15M 0.11% 133
2025
Q2 		$2.74M Buy
29,873
+671
+2% +$58.1K 0.67% 36
2025
Q1 		$2.86M Buy
29,202
+2,484
+9% +$257K 0.55% 51
2024
Q4 		$2.44M Buy
+26,718
New +$2.58M 0.48% 58

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

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

AssuredPartners Investment Advisors reduced its Starbucks (SBUX) stake by 13% in Q2 2026, selling an estimated $70K and leaving 4,619 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #268.

AssuredPartners Investment Advisors first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.86M in Q1 2025. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • AssuredPartners Investment Advisors held 4,619 shares of Starbucks worth $472K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 695 Starbucks shares in Q2 2026, an estimated $70K.
  • Starbucks made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #268 holding.
  • AssuredPartners Investment Advisors first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's Starbucks position peaked at $2.86M in Q1 2025.
  • 2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.