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Aventura Private Wealth’s Starbucks SBUX Stock Holding History

Aventura Private Wealth’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 		$102K Buy
998
+326
+49% +$32.8K 0.03% 247
2026
Q1 		$60.2K Buy
672
+1
+0.1% +$95 0.02% 294
2025
Q4 		$56.5K Buy
671
+94
+16% +$7.93K 0.02% 284
2025
Q3 		$48.8K Sell
577
-113
-16% -$10.1K 0.02% 295
2025
Q2 		$63.2K Buy
690
+21
+3% +$1.82K 0.03% 261
2025
Q1 		$65.7K Buy
669
+70
+12% +$7.24K 0.03% 233
2024
Q4 		$54.7K Buy
+599
New +$58K 0.03% 251

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

Aventura Private Wealth's SBUX Position: Q2 2026 in Review

Aventura Private Wealth increased its Starbucks (SBUX) stake by 49% in Q2 2026, buying an estimated $32.8K and bringing the position to 998 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #247.

Aventura Private Wealth first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Aventura Private Wealth held 998 shares of Starbucks worth $102K as of Q2 2026.
  • Aventura Private Wealth bought 326 Starbucks shares in Q2 2026, an estimated $32.8K.
  • Starbucks made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #247 holding.
  • Aventura Private Wealth first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.