IWA
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Icon Wealth Advisors’s Starbucks SBUX Stock Holding History

Icon 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 		$1.61M Sell
15,721
-2,599
-14% -$262K 0.1% 140
2026
Q1 		$1.93M Sell
18,320
-17,530
-49% -$1.66M 0.13% 110
2025
Q4 		$3.01M Sell
35,850
-2,500
-7% -$211K 0.2% 76
2025
Q3 		$3.24M Sell
38,350
-5,849
-13% -$524K 0.22% 73
2025
Q2 		$4.05M Buy
44,199
+18,185
+70% +$1.58M 0.29% 66
2025
Q1 		$2.55M Buy
26,014
+17,976
+224% +$1.86M 0.21% 86
2024
Q4 		$733K Sell
8,038
-13,053
-62% -$1.26M 0.06% 168
2024
Q3 		$2.06M Sell
21,091
-1,762
-8% -$151K 0.17% 91
2024
Q2 		$1.78M Sell
22,853
-6,091
-21% -$496K 0.16% 99
2024
Q1 		$2.65M Sell
28,944
-5,226
-15% -$486K 0.25% 75
2023
Q4 		$3.28M Buy
+34,170
New +$3.33M 0.34% 62
2022
Q4 		$6.29M Buy
63,400
+1,620
+3% +$153K 0.72% 29
2022
Q3 		$5.21M Buy
+61,780
New +$5.25M 0.63% 39

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

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

Icon Wealth Advisors reduced its Starbucks (SBUX) stake by 14% in Q2 2026, selling an estimated $262K and leaving 15,721 shares worth $1.61M. The position accounts for 0.1% of the portfolio, ranked #140.

Icon Wealth Advisors first reported a position in SBUX in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.29M in Q4 2022. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Icon Wealth Advisors held 15,721 shares of Starbucks worth $1.61M as of Q2 2026.
  • Icon Wealth Advisors sold 2,599 Starbucks shares in Q2 2026, an estimated $262K.
  • Starbucks made up 0.1% of Icon Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Icon Wealth Advisors first reported a position in Starbucks in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Starbucks position peaked at $6.29M in Q4 2022.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.