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Beacon Financial Advisory’s Starbucks SBUX Stock Holding History

Beacon Financial Advisory’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 		$208K Buy
+2,039
New +$205K 0.04% 404
2021
Q1 		– Sell
-6,033
Closed -$645K – 234
2020
Q4 		$645K Buy
6,033
+602
+11% +$57.5K 0.42% 74
2020
Q3 		$466K Buy
+5,431
New +$433K 0.41% 79
2020
Q1 		– Sell
-2,303
Closed -$202K – 162
2019
Q4 		$202K Buy
+2,303
New +$196K 0.17% 154

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

Beacon Financial Advisory's SBUX Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Starbucks (SBUX) in Q2 2026: 2,039 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #404 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in SBUX as recently as Q4 2020.

Beacon Financial Advisory first reported a position in SBUX in Q4 2019 and has held it in 4 quarters since. The position peaked at $645K in Q4 2020. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Beacon Financial Advisory held 2,039 shares of Starbucks worth $208K as of Q2 2026.
  • Starbucks was a new Beacon Financial Advisory position in Q2 2026.
  • Starbucks made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #404 holding.
  • Beacon Financial Advisory first reported a position in Starbucks in Q4 2019 and has held it in 4 quarters since.
  • Beacon Financial Advisory's Starbucks position peaked at $645K in Q4 2020.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.