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Beacon Investment Advisory Services’s Starbucks SBUX Stock Holding History

Beacon Investment Advisory Services’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 		$5.34M Buy
52,213
+24
+0% +$2.42K 0.2% 94
2026
Q1 		$4.68M Sell
52,189
-99
-0.2% -$9.37K 0.19% 95
2025
Q4 		$4.4M Sell
52,288
-2,534
-5% -$214K 0.18% 95
2025
Q3 		$4.64M Sell
54,822
-2,082
-4% -$186K 0.2% 91
2025
Q2 		$5.21M Sell
56,904
-7,428
-12% -$644K 0.23% 90
2025
Q1 		$6.31M Sell
64,332
-11,097
-15% -$1.15M 0.3% 78
2024
Q4 		$6.88M Sell
75,429
-8,518
-10% -$824K 0.3% 74
2024
Q3 		$8.18M Sell
83,947
-13,618
-14% -$1.17M 0.34% 68
2024
Q2 		$7.6M Sell
97,565
-9,686
-9% -$789K 0.33% 73
2024
Q1 		$9.8M Sell
107,251
-5,045
-4% -$469K 0.42% 63
2023
Q4 		$10.8M Sell
112,296
-5,807
-5% -$565K 0.49% 59
2023
Q3 		$10.8M Sell
118,103
-16,985
-13% -$1.67M 0.53% 55
2023
Q2 		$13.4M Sell
135,088
-15,124
-10% -$1.57M 0.62% 48
2023
Q1 		$15.6M Sell
150,212
-5,715
-4% -$595K 0.76% 41
2022
Q4 		$15.5M Sell
155,927
-11,118
-7% -$1.05M 0.79% 41
2022
Q3 		$14.1M Sell
167,045
-8,665
-5% -$736K 0.77% 43
2022
Q2 		$13.4M Sell
175,710
-7,508
-4% -$577K 0.7% 45
2022
Q1 		$16.7M Sell
183,218
-9,319
-5% -$879K 0.71% 43
2021
Q4 		$22.5M Sell
192,537
-5,853
-3% -$660K 0.87% 35
2021
Q3 		$21.9M Sell
198,390
-12,721
-6% -$1.49M 0.91% 34
2021
Q2 		$23.6M Sell
211,111
-5,113
-2% -$578K 0.96% 32
2021
Q1 		$23.6M Sell
216,224
-9,662
-4% -$1.01M 1.03% 30
2020
Q4 		$24.2M Sell
225,886
-4,157
-2% -$397K 1.12% 27
2020
Q3 		$19.8M Sell
230,043
-6,716
-3% -$536K 1.03% 31
2020
Q2 		$17.4M Sell
236,759
-12,829
-5% -$964K 0.99% 29
2020
Q1 		$16.4M Sell
249,588
-43,998
-15% -$3.56M 1.16% 26
2019
Q4 		$25.8M Buy
293,586
+279,842
+2,036% +$23.9M 1.38% 24
2019
Q3 		$1.22M Buy
13,744
+9,044
+192% +$838K 0.12% 107
2019
Q2 		$394K Buy
+4,700
New +$369K 0.04% 169

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 Investment Advisory Services's SBUX Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Starbucks (SBUX) stake by 0.05% in Q2 2026, buying an estimated $2.42K and bringing the position to 52,213 shares worth $5.34M. The position accounts for 0.2% of the portfolio, ranked #94.

Beacon Investment Advisory Services first reported a position in SBUX in Q2 2019 and has held it in 29 quarters since. The position peaked at $25.8M in Q4 2019. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Beacon Investment Advisory Services held 52,213 shares of Starbucks worth $5.34M as of Q2 2026.
  • Beacon Investment Advisory Services bought 24 Starbucks shares in Q2 2026, an estimated $2.42K.
  • Starbucks made up 0.2% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #94 holding.
  • Beacon Investment Advisory Services first reported a position in Starbucks in Q2 2019 and has held it in 29 quarters since.
  • Beacon Investment Advisory Services's Starbucks position peaked at $25.8M in Q4 2019.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.