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Carson Advisory’s Starbucks SBUX Stock Holding History

Carson Advisory’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 		$522K Sell
5,111
-153
-3% -$15.4K 0.24% 95
2026
Q1 		$472K Sell
5,264
-95
-2% -$8.99K 0.24% 88
2025
Q4 		$451K Buy
5,359
+5
+0.1% +$422 0.23% 89
2025
Q3 		$453K Buy
5,354
+255
+5% +$22.8K 0.24% 83
2025
Q2 		$467K Buy
5,099
+1,838
+56% +$159K 0.3% 76
2025
Q1 		$320K Sell
3,261
-134
-4% -$13.9K 0.22% 108
2024
Q4 		$310K Buy
3,395
+2
+0.1% +$193 0.22% 114
2024
Q3 		$331K Sell
3,393
-6
-0.2% -$515 0.21% 120
2024
Q2 		$265K Buy
3,399
+786
+30% +$64K 0.19% 130
2024
Q1 		$239K Buy
2,613
+2
+0.1% +$186 0.17% 145
2023
Q4 		$251K Buy
2,611
+19
+0.7% +$1.85K 0.19% 127
2023
Q3 		$237K Buy
2,592
+2
+0.1% +$196 0.21% 130
2023
Q2 		$257K Buy
2,590
+36
+1% +$3.74K 0.22% 120
2023
Q1 		$266K Buy
2,554
+2
+0.1% +$208 0.24% 107
2022
Q4 		$253K Sell
2,552
-79
-3% -$7.46K 0.24% 103
2022
Q3 		$222K Buy
+2,631
New +$224K 0.25% 102
2022
Q2 		– Sell
-2,405
Closed -$219K – 134
2022
Q1 		$219K Buy
2,405
+2
+0.1% +$189 0.22% 120
2021
Q4 		$281K Buy
+2,403
New +$271K 0.28% 91

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

Carson Advisory's SBUX Position: Q2 2026 in Review

Carson Advisory reduced its Starbucks (SBUX) stake by 2.9% in Q2 2026, selling an estimated $15.4K and leaving 5,111 shares worth $522K. The position accounts for 0.24% of the portfolio, ranked #95.

Carson Advisory first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Carson Advisory held 5,111 shares of Starbucks worth $522K as of Q2 2026.
  • Carson Advisory sold 153 Starbucks shares in Q2 2026, an estimated $15.4K.
  • Starbucks made up 0.24% of Carson Advisory's portfolio in Q2 2026, its #95 holding.
  • Carson Advisory first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.