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Beacon Pointe Advisors’s Starbucks SBUX Stock Holding History

Beacon Pointe Advisors’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 		$13.1M Sell
127,962
-257
-0.2% -$25.9K 0.06% 281
2026
Q1 		$11.5M Buy
128,219
+60,064
+88% +$5.68M 0.06% 283
2025
Q4 		$5.74M Buy
68,155
+2,755
+4% +$232K 0.04% 356
2025
Q3 		$5.53M Sell
65,400
-22,458
-26% -$2.01M 0.05% 326
2025
Q2 		$8.05M Sell
87,858
-36,915
-30% -$3.2M 0.08% 211
2025
Q1 		$12.2M Buy
124,773
+38,933
+45% +$4.02M 0.14% 151
2024
Q4 		$7.83M Sell
85,840
-8,807
-9% -$852K 0.09% 198
2024
Q3 		$9.23M Sell
94,647
-11,038
-10% -$947K 0.11% 172
2024
Q2 		$8.23M Sell
105,685
-16,549
-14% -$1.35M 0.1% 190
2024
Q1 		$11.2M Sell
122,234
-11,182
-8% -$1.04M 0.12% 162
2023
Q4 		$12.8M Sell
133,416
-74,317
-36% -$7.23M 0.15% 143
2023
Q3 		$19M Buy
207,733
+94,450
+83% +$9.27M 0.24% 103
2023
Q2 		$11.2M Sell
113,283
-2,167
-2% -$225K 0.18% 115
2023
Q1 		$12M Buy
115,450
+648
+0.6% +$67.4K 0.2% 109
2022
Q4 		$11.4M Buy
114,802
+495
+0.4% +$46.7K 0.22% 104
2022
Q3 		$9.65M Buy
114,307
+898
+0.8% +$76.3K 0.22% 104
2022
Q2 		$8.66M Sell
113,409
-177,848
-61% -$13.7M 0.18% 126
2022
Q1 		$26.5M Buy
291,257
+193,446
+198% +$18.3M 0.36% 63
2021
Q4 		$11.4M Sell
97,811
-73,768
-43% -$8.32M 0.3% 84
2021
Q3 		$18.9M Buy
171,579
+106,242
+163% +$12.4M 0.47% 46
2021
Q2 		$7.3M Buy
65,337
+40,962
+168% +$4.63M 0.26% 97
2021
Q1 		$2.67M Buy
24,375
+1,436
+6% +$151K 0.16% 110
2020
Q4 		$2.46M Buy
22,939
+7,270
+46% +$694K 0.17% 116
2020
Q3 		$1.35M Sell
15,669
-2,071
-12% -$165K 0.13% 140
2020
Q2 		$1.3M Buy
17,740
+4,183
+31% +$314K 0.13% 139
2020
Q1 		$892K Buy
13,557
+9,685
+250% +$783K 0.14% 135
2019
Q4 		$342K Buy
+3,872
New +$330K 0.11% 160
2019
Q3 		– Sell
-4,606
Closed -$384K – 193
2019
Q2 		$384K Sell
4,606
-28,468
-86% -$2.23M 0.14% 139
2019
Q1 		$2.46M Buy
+33,074
New +$2.27M 0.92% 30

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 Pointe Advisors's SBUX Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Starbucks (SBUX) stake by 0.2% in Q2 2026, selling an estimated $25.9K and leaving 127,962 shares worth $13.1M. The position accounts for 0.06% of the portfolio, ranked #281.

Beacon Pointe Advisors first reported a position in SBUX in Q1 2019 and has held it in 29 quarters since. The position peaked at $26.5M in Q1 2022. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Beacon Pointe Advisors held 127,962 shares of Starbucks worth $13.1M as of Q2 2026.
  • Beacon Pointe Advisors sold 257 Starbucks shares in Q2 2026, an estimated $25.9K.
  • Starbucks made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #281 holding.
  • Beacon Pointe Advisors first reported a position in Starbucks in Q1 2019 and has held it in 29 quarters since.
  • Beacon Pointe Advisors's Starbucks position peaked at $26.5M in Q1 2022.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.