IBEX Wealth Advisors’s Starbucks SBUX Stock Holding History

IBEX 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	$5.78M	Buy	+56,608	New	+$5.7M	0.45%	68
2024 Q2	–	Sell	-19,127	Closed	-$1.9M	–	307
2024 Q1	$1.9M	Buy	+19,127	New	+$1.78M	0.51%	59
2023 Q1	$1.93M	Sell	18,557 -570	-3%	-$59.3K	0.5%	59
2022 Q4	$1.9M	Buy	+19,127	New	+$1.81M	0.43%	72
2021 Q4	–	Sell	-182	Closed	-$20K	–	380
2021 Q3	$20K	Buy	+182	New	+$21.3K	﹤0.01%	317
2019 Q3	–	Sell	-22,066	Closed	-$1.85M	–	333
2019 Q2	$1.85M	Buy	22,066 +90	+0.4%	+$7.06K	0.53%	76
2019 Q1	$1.63M	Buy	21,976 +8,022	+57%	+$551K	0.57%	72
2018 Q4	$899K	Buy	+13,954	New	+$873K	0.41%	60
2017 Q1	–	Sell	-43,789	Closed	-$2.52M	–	326
2016 Q4	$2.52M	Buy	43,789 +14,822	+51%	+$821K	1.21%	31
2016 Q3	$1.57M	Buy	+28,967	New	+$1.62M	0.86%	43

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

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

IBEX Wealth Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 56,608 shares worth $5.78M. The stake represents 0.45% of the portfolio and ranks #68 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in SBUX as recently as Q1 2024.

IBEX Wealth Advisors first reported a position in SBUX in Q3 2016 and has held it in 10 quarters since. 2,393 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

IBEX Wealth Advisors held 56,608 shares of Starbucks worth $5.78M as of Q2 2026.
Starbucks was a new IBEX Wealth Advisors position in Q2 2026.
Starbucks made up 0.45% of IBEX Wealth Advisors's portfolio in Q2 2026, its #68 holding.
IBEX Wealth Advisors first reported a position in Starbucks in Q3 2016 and has held it in 10 quarters since.
2,393 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.