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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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviso Financial's SBUX Position: Q1 2026 in Review

Aviso Financial reduced its Starbucks (SBUX) stake by 6% in Q1 2026, selling an estimated $13.1K and leaving 2,166 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #221.

Aviso Financial first reported a position in SBUX in Q2 2024 and has held it in 8 quarters since. The position peaked at $512K in Q3 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Aviso Financial held 2,166 shares of Starbucks worth $194K as of Q1 2026.
  • Aviso Financial sold 139 Starbucks shares in Q1 2026, an estimated $13.1K.
  • Starbucks made up 0.01% of Aviso Financial's portfolio in Q1 2026, its #221 holding.
  • Aviso Financial first reported a position in Starbucks in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Starbucks position peaked at $512K in Q3 2024.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.