COFG Advisors’s Starbucks SBUX Stock Holding History

COFG 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	$378K	Buy	3,702 +608	+20%	+$61.2K	0.07%	208
2026 Q1	$277K	Buy	+3,094	New	+$293K	0.07%	188

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COFG Advisors's SBUX Position: Q2 2026 in Review

COFG Advisors increased its Starbucks (SBUX) stake by 20% in Q2 2026, buying an estimated $61.2K and bringing the position to 3,702 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #208.

COFG Advisors first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 2,384 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

COFG Advisors held 3,702 shares of Starbucks worth $378K as of Q2 2026.
COFG Advisors bought 608 Starbucks shares in Q2 2026, an estimated $61.2K.
Starbucks made up 0.07% of COFG Advisors's portfolio in Q2 2026, its #208 holding.
COFG Advisors first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
2,384 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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