Avior Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.36M | Sell |
13,303
-24
| -0.2% | -$2.42K | 0.04% | 308 |
|
|
2026
Q1 | $1.19M | Buy |
13,327
+1,741
| +15% | +$165K | 0.03% | 322 |
|
|
2025
Q4 | $976K | Sell |
11,586
-2,057
| -15% | -$174K | 0.03% | 318 |
|
|
2025
Q3 | $1.15M | Buy |
13,643
+769
| +6% | +$68.8K | 0.04% | 282 |
|
|
2025
Q2 | $1.18M | Buy |
12,874
+5,118
| +66% | +$444K | 0.04% | 264 |
|
|
2025
Q1 | $761K | Sell |
7,756
-4,717
| -38% | -$488K | 0.03% | 320 |
|
|
2024
Q4 | $1.14M | Sell |
12,473
-902
| -7% | -$87.3K | 0.04% | 262 |
|
|
2024
Q3 | $1.3M | Sell |
13,375
-881
| -6% | -$75.6K | 0.05% | 234 |
|
|
2024
Q2 | $1.11M | Sell |
14,256
-135
| -0.9% | -$11K | 0.05% | 251 |
|
|
2024
Q1 | $1.32M | Buy |
14,391
+3,739
| +35% | +$348K | 0.06% | 230 |
|
|
2023
Q4 | $1.02M | Buy |
10,652
+13
| +0.1% | +$1.26K | 0.06% | 205 |
|
|
2023
Q3 | $971K | Buy |
10,639
+30
| +0.3% | +$2.94K | 0.07% | 200 |
|
|
2023
Q2 | $1.05M | Sell |
10,609
-509
| -5% | -$52.8K | 0.07% | 193 |
|
|
2023
Q1 | $1.16M | Sell |
11,118
-747
| -6% | -$77.7K | 0.08% | 177 |
|
|
2022
Q4 | $1.18M | Sell |
11,865
-98
| -0.8% | -$9.25K | 0.09% | 168 |
|
|
2022
Q3 | $1.01M | Buy |
11,963
+116
| +1% | +$9.86K | 0.08% | 165 |
|
|
2022
Q2 | $904K | Buy |
11,847
+286
| +2% | +$22K | 0.09% | 157 |
|
|
2022
Q1 | $1.05M | Sell |
11,561
-1,113
| -9% | -$105K | 0.09% | 157 |
|
|
2021
Q4 | $1.48M | Buy |
12,674
+111
| +0.9% | +$12.5K | 0.12% | 132 |
|
|
2021
Q3 | $1.39M | Buy |
12,563
+3,293
| +36% | +$386K | 0.11% | 139 |
|
|
2021
Q2 | $1.04M | Sell |
9,270
-1,503
| -14% | -$170K | 0.1% | 173 |
|
|
2021
Q1 | $1.18M | Buy |
10,773
+222
| +2% | +$23.3K | 0.13% | 155 |
|
|
2020
Q4 | $1.13M | Buy |
10,551
+1,188
| +13% | +$113K | 0.14% | 140 |
|
|
2020
Q3 | $803K | Buy |
9,363
+1,089
| +13% | +$86.9K | 0.11% | 164 |
|
|
2020
Q2 | $608K | Buy |
8,274
+39
| +0.5% | +$2.93K | 0.1% | 194 |
|
|
2020
Q1 | $540K | Sell |
8,235
-176
| -2% | -$14.2K | 0.11% | 190 |
|
|
2019
Q4 | $738K | Sell |
8,411
-792
| -9% | -$67.5K | 0.12% | 175 |
|
|
2019
Q3 | $813K | Sell |
9,203
-1,067
| -10% | -$98.9K | 0.14% | 146 |
|
|
2019
Q2 | $861K | Buy |
10,270
+89
| +0.9% | +$6.98K | 0.15% | 135 |
|
|
2019
Q1 | $756K | Hold |
10,181
| – | – | 0.16% | 140 |
|
|
2018
Q4 | $655K | Sell |
10,181
-295
| -3% | -$18.5K | 0.16% | 133 |
|
|
2018
Q3 | $595K | Hold |
10,476
| – | – | 0.13% | 154 |
|
|
2018
Q2 | $512K | Buy |
10,476
+8,385
| +401% | +$476K | 0.12% | 166 |
|
|
2018
Q1 | $121K | Buy |
2,091
+2,068
| +8,991% | +$120K | 0.03% | 418 |
|
|
2017
Q4 | $1K | Buy |
+23
| New | +$1.3K | ﹤0.01% | 759 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$6K | – | 510 |
|
|
2017
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 357 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 401 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 377 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 385 |
|
|
2016
Q2 | $6K | Sell |
100
-215
| -68% | -$12.2K | ﹤0.01% | 369 |
|
|
2016
Q1 | $19K | Buy |
315
+55
| +21% | +$3.2K | 0.01% | 293 |
|
|
2015
Q4 | $16K | Buy |
+260
| New | +$15.8K | 0.01% | 275 |
|
Other funds holding SBUX
Avior Wealth Management's SBUX Position: Q2 2026 in Review
Avior Wealth Management reduced its Starbucks (SBUX) stake by 0.18% in Q2 2026, selling an estimated $2.42K and leaving 13,303 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #308.
Avior Wealth Management first reported a position in SBUX in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.48M in Q4 2021. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Avior Wealth Management held 13,303 shares of Starbucks worth $1.36M as of Q2 2026.
- Avior Wealth Management sold 24 Starbucks shares in Q2 2026, an estimated $2.42K.
- Starbucks made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #308 holding.
- Avior Wealth Management first reported a position in Starbucks in Q4 2015 and has held it in 42 quarters since.
- Avior Wealth Management's Starbucks position peaked at $1.48M in Q4 2021.
- 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.