BPA
SBUX icon

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 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. 2,396 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.
  • 2,396 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.