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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
2021
Q3 		– Sell
-1,400
Closed -$1K – 962
2021
Q2 		$1K Buy
+1,400
New +$158K ﹤0.01% 828

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

Beacon Pointe Advisors's SBUX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Starbucks (SBUX) stake by 88% in Q1 2026, buying an estimated $5.68M and bringing the position to 128,219 shares worth $11.5M. The position accounts for 0.06% of the portfolio, ranked #283.

Beacon Pointe Advisors first reported a position in SBUX in Q1 2019 and has held it in 28 quarters since. The position peaked at $26.5M in Q1 2022. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Beacon Pointe Advisors held 128,219 shares of Starbucks worth $11.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 60,064 Starbucks shares in Q1 2026, an estimated $5.68M.
  • Starbucks made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #283 holding.
  • Beacon Pointe Advisors first reported a position in Starbucks in Q1 2019 and has held it in 28 quarters since.
  • Beacon Pointe Advisors's Starbucks position peaked at $26.5M in Q1 2022.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.