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 Q3	–	Sell	-56,608	Closed	-$5.78M	–	231
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IBEX Wealth Advisors's SBUX Position: Q3 2026 in Review

IBEX Wealth Advisors sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 56,608 shares — an estimated $5.78M sold.

IBEX Wealth Advisors first reported a position in SBUX in Q3 2016 and held it in 10 quarters. The position peaked at $5.78M in Q2 2026. 1,505 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

IBEX Wealth Advisors reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 56,608 Starbucks shares in Q3 2026, an estimated $5.78M.
IBEX Wealth Advisors first reported a position in Starbucks in Q3 2016 and held it in 10 quarters.
IBEX Wealth Advisors's Starbucks position peaked at $5.78M in Q2 2026.
1,505 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.