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Foundations Investment Advisors’s Starbucks SBUX Stock Holding History

Foundations Investment 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 		$1.68M Buy
16,449
+1,151
+8% +$116K 0.02% 451
2026
Q1 		$1.37M Buy
15,298
+713
+5% +$67.4K 0.02% 446
2025
Q4 		$1.23M Sell
14,585
-1,205
-8% -$102K 0.02% 451
2025
Q3 		$1.34M Sell
15,790
-4,303
-21% -$385K 0.02% 400
2025
Q2 		$1.84M Buy
20,093
+1,523
+8% +$132K 0.03% 320
2025
Q1 		$1.82M Sell
18,570
-2,586
-12% -$267K 0.03% 304
2024
Q4 		$1.93M Sell
21,156
-1,872
-8% -$181K 0.04% 294
2024
Q3 		$2.25M Buy
23,028
+3,330
+17% +$286K 0.05% 256
2024
Q2 		$1.53M Buy
19,698
+1,183
+6% +$96.3K 0.04% 272
2024
Q1 		$1.69M Buy
18,515
+3,032
+20% +$282K 0.04% 249
2023
Q4 		$1.45M Buy
15,483
+7,116
+85% +$693K 0.04% 263
2023
Q3 		$764K Sell
8,367
-879
-10% -$86.3K 0.02% 316
2023
Q2 		$916K Sell
9,246
-1,119
-11% -$116K 0.03% 277
2023
Q1 		$1.08M Buy
10,365
+1,295
+14% +$135K 0.04% 228
2022
Q4 		$900K Buy
9,070
+2,650
+41% +$250K 0.04% 209
2022
Q3 		$541K Buy
6,420
+29
+0.5% +$2.46K 0.02% 227
2022
Q2 		$504K Buy
6,391
+3,027
+90% +$232K 0.02% 228
2022
Q1 		$267K Sell
3,364
-86
-2% -$8.12K 0.01% 298
2021
Q4 		$358K Buy
3,450
+904
+36% +$102K 0.01% 246
2021
Q3 		$282K Buy
2,546
+24
+1% +$2.81K 0.01% 261
2021
Q2 		$296K Buy
2,522
+387
+18% +$43.8K 0.01% 236
2021
Q1 		$242K Buy
2,135
+44
+2% +$4.62K 0.01% 194
2020
Q4 		$221K Buy
+2,091
New +$200K 0.01% 172
2018
Q4 		– Sell
-3,526
Closed -$200K – 123
2018
Q3 		$200K Buy
+3,526
New +$186K 0.05% 98

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

Foundations Investment Advisors's SBUX Position: Q2 2026 in Review

Foundations Investment Advisors increased its Starbucks (SBUX) stake by 7.5% in Q2 2026, buying an estimated $116K and bringing the position to 16,449 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #451.

Foundations Investment Advisors first reported a position in SBUX in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.25M in Q3 2024. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Foundations Investment Advisors held 16,449 shares of Starbucks worth $1.68M as of Q2 2026.
  • Foundations Investment Advisors bought 1,151 Starbucks shares in Q2 2026, an estimated $116K.
  • Starbucks made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #451 holding.
  • Foundations Investment Advisors first reported a position in Starbucks in Q3 2018 and has held it in 24 quarters since.
  • Foundations Investment Advisors's Starbucks position peaked at $2.25M in Q3 2024.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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