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Aviso Wealth Management’s Starbucks SBUX Stock Holding History

Aviso Wealth Management’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 		$534K Sell
5,226
-343
-6% -$34.5K 0.18% 91
2026
Q1 		$499K Sell
5,569
-284
-5% -$26.9K 0.22% 91
2025
Q4 		$493K Sell
5,853
-897
-13% -$75.7K 0.21% 94
2025
Q3 		$571K Sell
6,750
-1,489
-18% -$133K 0.25% 84
2025
Q2 		$755K Sell
8,239
-420
-5% -$36.4K 0.35% 70
2025
Q1 		$849K Sell
8,659
-1,623
-16% -$168K 0.45% 60
2024
Q4 		$938K Sell
10,282
-2,227
-18% -$215K 0.48% 56
2024
Q3 		$1.22M Sell
12,509
-7,987
-39% -$685K 0.66% 39
2024
Q2 		$1.6M Sell
20,496
-6,398
-24% -$521K 0.95% 23
2024
Q1 		$2.46M Buy
26,894
+9,181
+52% +$854K 1.55% 10
2023
Q4 		$1.7M Buy
+17,713
New +$1.72M 1.23% 18

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 Wealth Management's SBUX Position: Q2 2026 in Review

Aviso Wealth Management reduced its Starbucks (SBUX) stake by 6.2% in Q2 2026, selling an estimated $34.5K and leaving 5,226 shares worth $534K. The position accounts for 0.18% of the portfolio, ranked #91.

Aviso Wealth Management first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.46M in Q1 2024. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Aviso Wealth Management held 5,226 shares of Starbucks worth $534K as of Q2 2026.
  • Aviso Wealth Management sold 343 Starbucks shares in Q2 2026, an estimated $34.5K.
  • Starbucks made up 0.18% of Aviso Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Aviso Wealth Management first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Starbucks position peaked at $2.46M in Q1 2024.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.