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CBIZ Investment Advisory Services’s Starbucks SBUX Stock Holding History

CBIZ Investment Advisory Services’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 		$11.4K Hold
127
– – ﹤0.01% 156
2026
Q1 		$11.4K Sell
127
-150
-54% -$14.2K ﹤0.01% 156
2025
Q4 		$23.3K Buy
277
+96
+53% +$8.1K ﹤0.01% 250
2025
Q3 		$15.3K Sell
181
-16
-8% -$1.43K ﹤0.01% 288
2025
Q2 		$18.1K Sell
197
-89
-31% -$7.71K ﹤0.01% 279
2025
Q1 		$28.1K Buy
286
+159
+125% +$16.4K ﹤0.01% 179
2024
Q4 		$11.6K Buy
127
+20
+19% +$1.94K ﹤0.01% 266
2024
Q3 		$10.4K Hold
107
– – ﹤0.01% 262
2024
Q2 		$8.33K Hold
107
– – ﹤0.01% 266
2024
Q1 		$9.78K Buy
+107
New +$9.95K ﹤0.01% 251

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

CBIZ Investment Advisory Services's SBUX Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Starbucks (SBUX) position steady in Q2 2026 at 127 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

CBIZ Investment Advisory Services first reported a position in SBUX in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.1K in Q1 2025. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • CBIZ Investment Advisory Services held 127 shares of Starbucks worth $11.4K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #156 holding.
  • CBIZ Investment Advisory Services first reported a position in Starbucks in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Starbucks position peaked at $28.1K in Q1 2025.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.