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Aviso Financial’s Starbucks SBUX Stock Holding History

Aviso Financial’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 		$190K Sell
1,857
-309
-14% -$31.1K 0.01% 198
2026
Q1 		$194K Sell
2,166
-139
-6% -$13.1K 0.01% 221
2025
Q4 		$194K Sell
2,305
-647
-22% -$54.6K 0.01% 219
2025
Q3 		$250K Buy
2,952
+12
+0.4% +$1.07K 0.01% 222
2025
Q2 		$269K Buy
2,940
+12
+0.4% +$1.04K 0.01% 220
2025
Q1 		$287K Buy
2,928
+8
+0.3% +$827 0.01% 214
2024
Q4 		$266K Sell
2,920
-2,330
-44% -$225K 0.01% 228
2024
Q3 		$512K Sell
5,250
-128
-2% -$11K 0.03% 197
2024
Q2 		$419K Buy
+5,378
New +$438K 0.02% 194

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

Aviso Financial's SBUX Position: Q2 2026 in Review

Aviso Financial reduced its Starbucks (SBUX) stake by 14% in Q2 2026, selling an estimated $31.1K and leaving 1,857 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #198.

Aviso Financial first reported a position in SBUX in Q2 2024 and has held it in 9 quarters since. The position peaked at $512K in Q3 2024. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Aviso Financial held 1,857 shares of Starbucks worth $190K as of Q2 2026.
  • Aviso Financial sold 309 Starbucks shares in Q2 2026, an estimated $31.1K.
  • Starbucks made up 0.01% of Aviso Financial's portfolio in Q2 2026, its #198 holding.
  • Aviso Financial first reported a position in Starbucks in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Starbucks position peaked at $512K in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.