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Crux Wealth Advisors’s Starbucks SBUX Stock Holding History

Crux Wealth 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 		– Sell
-11,325
Closed -$1.01M – 199
2026
Q1 		$1.01M Sell
11,325
-103
-0.9% -$9.74K 0.39% 78
2025
Q4 		$962K Sell
11,428
-39
-0.3% -$3.29K 0.36% 81
2025
Q3 		$970K Buy
11,467
+513
+5% +$45.9K 0.38% 71
2025
Q2 		$1M Buy
10,954
+2,628
+32% +$228K 0.43% 67
2025
Q1 		$817K Buy
8,326
+1,021
+14% +$106K 0.43% 76
2024
Q4 		$667K Buy
+7,305
New +$707K 0.37% 78

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

Crux Wealth Advisors's SBUX Position: Q2 2026 in Review

Crux Wealth Advisors sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 11,325 shares — an estimated $1.01M sold.

Crux Wealth Advisors first reported a position in SBUX in Q4 2024 and held it in 6 quarters. The position peaked at $1.01M in Q1 2026. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Crux Wealth Advisors reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Crux Wealth Advisors sold 11,325 Starbucks shares in Q2 2026, an estimated $1.01M.
  • Crux Wealth Advisors first reported a position in Starbucks in Q4 2024 and held it in 6 quarters.
  • Crux Wealth Advisors's Starbucks position peaked at $1.01M in Q1 2026.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.