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Capstone Financial Advisors’s Starbucks SBUX Stock Holding History

Capstone 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 		$2.98M Buy
+29,174
New +$2.94M 0.15% 40
2018
Q1 		– Sell
-5,063
Closed -$291K – 100
2017
Q4 		$291K Sell
5,063
-2,859
-36% -$162K 0.11% 55
2017
Q3 		$426K Sell
7,922
-2,413
-23% -$134K 0.19% 36
2017
Q2 		$603K Sell
10,335
-461
-4% -$27.9K 0.29% 31
2017
Q1 		$630K Sell
10,796
-1,165
-10% -$65.9K 0.32% 27
2016
Q4 		$664K Sell
11,961
-2,463
-17% -$136K 0.3% 27
2016
Q3 		$781K Sell
14,424
-1,417
-9% -$79.2K 0.41% 22
2016
Q2 		$905K Sell
15,841
-717
-4% -$40.8K 0.49% 18
2016
Q1 		$989K Sell
16,558
-811
-5% -$47.2K 0.39% 23
2015
Q4 		$1.04M Sell
17,369
-212
-1% -$12.9K 0.37% 22
2015
Q3 		$999K Sell
17,581
-425
-2% -$23.8K 0.44% 22
2015
Q2 		$965K Sell
18,006
-2,388
-12% -$121K 0.38% 22
2015
Q1 		$966K Buy
20,394
+458
+2% +$20.6K 0.37% 25
2014
Q4 		$818K Buy
19,936
+24
+0.1% +$937 0.25% 31
2014
Q3 		$751K Sell
19,912
-380
-2% -$14.7K 0.46% 20
2014
Q2 		$785K Buy
20,292
+456
+2% +$16.6K 0.55% 17
2014
Q1 		$728K Sell
19,836
-1,444
-7% -$53.4K 0.45% 20
2013
Q4 		$834K Buy
+21,280
New +$842K 0.54% 15

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

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

Capstone Financial Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 29,174 shares worth $2.98M. The stake represents 0.15% of the portfolio and ranks #40 among its holdings. This is a return to the name: Capstone Financial Advisors previously reported a position in SBUX as recently as Q4 2017.

Capstone Financial Advisors first reported a position in SBUX in Q4 2013 and has held it in 18 quarters since. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Capstone Financial Advisors held 29,174 shares of Starbucks worth $2.98M as of Q2 2026.
  • Starbucks was a new Capstone Financial Advisors position in Q2 2026.
  • Starbucks made up 0.15% of Capstone Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Capstone Financial Advisors first reported a position in Starbucks in Q4 2013 and has held it in 18 quarters since.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.