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Brendel Financial Advisors’s Starbucks SBUX Stock Holding History

Brendel Financial 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 		$204K Buy
+1,993
New +$201K 0.09% 100
2023
Q2 		– Sell
-1,978
Closed -$206K – 85
2023
Q1 		$206K Buy
+1,978
New +$206K 0.15% 81

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 $3.38T AUM 44.17% 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

Brendel Financial Advisors's SBUX Position: Q2 2026 in Review

Brendel Financial Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 1,993 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: Brendel Financial Advisors previously reported a position in SBUX as recently as Q1 2023.

Brendel Financial Advisors first reported a position in SBUX in Q1 2023 and has held it in 2 quarters since. The position peaked at $206K in Q1 2023. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Brendel Financial Advisors held 1,993 shares of Starbucks worth $204K as of Q2 2026.
  • Starbucks was a new Brendel Financial Advisors position in Q2 2026.
  • Starbucks made up 0.09% of Brendel Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Brendel Financial Advisors first reported a position in Starbucks in Q1 2023 and has held it in 2 quarters since.
  • Brendel Financial Advisors's Starbucks position peaked at $206K in Q1 2023.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.