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Avantax Advisory Services’s Starbucks SBUX Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$7.85M Buy
85,691
+518
+0.6% +$44.9K 0.04% 325
2025
Q1 		$8.35M Buy
85,173
+5,038
+6% +$521K 0.05% 287
2024
Q4 		$7.31M Sell
80,135
-195
-0.2% -$18.9K 0.05% 299
2024
Q3 		$7.83M Sell
80,330
-8,552
-10% -$734K 0.05% 285
2024
Q2 		$6.92M Buy
88,882
+27,026
+44% +$2.2M 0.05% 290
2024
Q1 		$5.65M Buy
61,856
+5,805
+10% +$540K 0.05% 289
2023
Q4 		$5.38M Buy
56,051
+464
+0.8% +$45.2K 0.05% 270
2023
Q3 		$5.07M Buy
55,587
+1,710
+3% +$168K 0.06% 254
2023
Q2 		$5.34M Buy
53,877
+2,865
+6% +$297K 0.06% 241
2023
Q1 		$5.31M Buy
51,012
+4,275
+9% +$445K 0.07% 235
2022
Q4 		$4.64M Buy
46,737
+6,158
+15% +$581K 0.06% 241
2022
Q3 		$3.42M Buy
40,579
+1,238
+3% +$105K 0.05% 269
2022
Q2 		$3M Buy
39,341
+5,250
+15% +$403K 0.05% 295
2022
Q1 		$3.1M Sell
34,091
-112
-0.3% -$10.6K 0.04% 294
2021
Q4 		$4M Buy
34,203
+603
+2% +$68K 0.06% 235
2021
Q3 		$3.71M Buy
33,600
+1,621
+5% +$190K 0.06% 226
2021
Q2 		$3.57M Buy
31,979
+1,219
+4% +$138K 0.06% 224
2021
Q1 		$3.35M Buy
30,760
+3,179
+12% +$334K 0.07% 201
2020
Q4 		$2.95M Sell
27,581
-41,252
-60% -$3.94M 0.07% 194
2020
Q3 		$5.91M Buy
68,833
+45,878
+200% +$3.66M 0.09% 180
2020
Q2 		$1.69M Buy
22,955
+5,837
+34% +$439K 0.05% 248
2020
Q1 		$1.13M Buy
17,118
+2,568
+18% +$208K 0.03% 280
2019
Q4 		$1.27M Buy
14,550
+4,787
+49% +$408K 0.03% 290
2019
Q3 		$863K Buy
9,763
+494
+5% +$45.8K 0.03% 234
2019
Q2 		$777K Sell
9,269
-91
-1% -$7.14K 0.03% 230
2019
Q1 		$696K Sell
9,360
-787
-8% -$54.1K 0.04% 229
2018
Q4 		$652K Buy
+10,147
New +$635K 0.11% 182

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's SBUX Position: Q2 2025 in Review

Avantax Advisory Services increased its Starbucks (SBUX) stake by 0.61% in Q2 2025, buying an estimated $44.9K and bringing the position to 85,691 shares worth $7.85M. The position accounts for 0.04% of the portfolio, ranked #325.

Avantax Advisory Services first reported a position in SBUX in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.35M in Q1 2025. 2,338 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Avantax Advisory Services held 85,691 shares of Starbucks worth $7.85M as of Q2 2025.
  • Avantax Advisory Services bought 518 Starbucks shares in Q2 2025, an estimated $44.9K.
  • Starbucks made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #325 holding.
  • Avantax Advisory Services first reported a position in Starbucks in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Starbucks position peaked at $8.35M in Q1 2025.
  • 2,338 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.