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Excelsior Advisor Network’s Starbucks SBUX Stock Holding History

Excelsior Advisor Network’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 		$966K Buy
9,448
+6,772
+253% +$682K 0.13% 171
2026
Q1 		$240K Buy
+2,676
New +$253K 0.09% 184

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

Excelsior Advisor Network's SBUX Position: Q2 2026 in Review

Excelsior Advisor Network increased its Starbucks (SBUX) stake by 253% in Q2 2026, buying an estimated $682K and bringing the position to 9,448 shares worth $966K. The position accounts for 0.13% of the portfolio, ranked #171.

Excelsior Advisor Network first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Excelsior Advisor Network held 9,448 shares of Starbucks worth $966K as of Q2 2026.
  • Excelsior Advisor Network bought 6,772 Starbucks shares in Q2 2026, an estimated $682K.
  • Starbucks made up 0.13% of Excelsior Advisor Network's portfolio in Q2 2026, its #171 holding.
  • Excelsior Advisor Network first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.