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Capital Advisors Wealth Management’s Starbucks SBUX Stock Holding History

Capital Advisors Wealth Management’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 		$811K Sell
7,936
-47
-0.6% -$4.73K 0.1% 118
2026
Q1 		$715K Sell
7,983
-31
-0.4% -$2.93K 0.1% 116
2025
Q4 		$675K Sell
8,014
-499
-6% -$42.1K 0.09% 111
2025
Q3 		$720K Buy
8,513
+130
+2% +$11.6K 0.1% 102
2025
Q2 		$768K Buy
8,383
+1,571
+23% +$136K 0.12% 89
2025
Q1 		$668K Buy
6,812
+3,229
+90% +$334K 0.12% 87
2024
Q4 		$327K Buy
3,583
+768
+27% +$74.3K 0.06% 129
2024
Q3 		$274K Buy
2,815
+91
+3% +$7.81K 0.05% 135
2024
Q2 		$212K Sell
2,724
-45
-2% -$3.67K 0.04% 149
2024
Q1 		$253K Sell
2,769
-87
-3% -$8.09K 0.05% 126
2023
Q4 		$274K Buy
2,856
+643
+29% +$62.6K 0.06% 115
2023
Q3 		$202K Sell
2,213
-381
-15% -$37.4K 0.05% 127
2023
Q2 		$257K Buy
2,594
+470
+22% +$48.8K 0.07% 107
2023
Q1 		$221K Buy
2,124
+32
+2% +$3.33K 0.06% 120
2022
Q4 		$207K Buy
+2,092
New +$197K 0.06% 119
2022
Q3 		– Sell
-3,102
Closed -$237K – 122
2022
Q2 		$237K Sell
3,102
-144
-4% -$11.1K 0.08% 100
2022
Q1 		$295K Buy
3,246
+13
+0.4% +$1.23K 0.09% 93
2021
Q4 		$378K Buy
3,233
+491
+18% +$55.4K 0.11% 82
2021
Q3 		$302K Buy
2,742
+140
+5% +$16.4K 0.11% 82
2021
Q2 		$291K Buy
2,602
+84
+3% +$9.5K 0.11% 75
2021
Q1 		$275K Buy
+2,518
New +$264K 0.12% 76

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

Capital Advisors Wealth Management's SBUX Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Starbucks (SBUX) stake by 0.59% in Q2 2026, selling an estimated $4.73K and leaving 7,936 shares worth $811K. The position accounts for 0.1% of the portfolio, ranked #118.

Capital Advisors Wealth Management first reported a position in SBUX in Q1 2021 and has held it in 21 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Capital Advisors Wealth Management held 7,936 shares of Starbucks worth $811K as of Q2 2026.
  • Capital Advisors Wealth Management sold 47 Starbucks shares in Q2 2026, an estimated $4.73K.
  • Starbucks made up 0.1% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Capital Advisors Wealth Management first reported a position in Starbucks in Q1 2021 and has held it in 21 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.