IMA Advisory Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $825K | Sell |
8,074
-678
| -8% | -$68.3K | 0.05% | 188 |
|
|
2026
Q1 | $784K | Hold |
8,752
| – | – | 0.08% | 131 |
|
|
2025
Q4 | $737K | Buy |
8,752
+43
| +0.5% | +$3.63K | 0.07% | 140 |
|
|
2025
Q3 | $737K | Hold |
8,709
| – | – | 0.07% | 133 |
|
|
2025
Q2 | $798K | Buy |
8,709
+9
| +0.1% | +$780 | 0.09% | 132 |
|
|
2025
Q1 | $853K | Hold |
8,700
| – | – | 0.1% | 128 |
|
|
2024
Q4 | $794K | Hold |
8,700
| – | – | 0.1% | 129 |
|
|
2024
Q3 | $848K | Buy |
+8,700
| New | +$746K | 0.18% | 107 |
|
|
2023
Q4 | – | Sell |
-8,426
| Closed | -$769K | – | 221 |
|
|
2023
Q3 | $769K | Hold |
8,426
| – | – | 0.2% | 104 |
|
|
2023
Q2 | $835K | Buy |
8,426
+248
| +3% | +$25.7K | 0.21% | 101 |
|
|
2023
Q1 | $852K | Sell |
8,178
-25
| -0.3% | -$2.6K | 0.22% | 92 |
|
|
2022
Q4 | $814K | Buy |
8,203
+25
| +0.3% | +$2.36K | 0.22% | 95 |
|
|
2022
Q3 | $689K | Hold |
8,178
| – | – | 0.19% | 101 |
|
|
2022
Q2 | $625K | Buy |
8,178
+8,100
| +10,385% | +$622K | 0.15% | 105 |
|
|
2022
Q1 | $7K | Hold |
78
| – | – | ﹤0.01% | 261 |
|
|
2021
Q4 | $9K | Hold |
78
| – | – | ﹤0.01% | 260 |
|
|
2021
Q3 | $9K | Hold |
78
| – | – | ﹤0.01% | 239 |
|
|
2021
Q2 | $9K | Hold |
78
| – | – | ﹤0.01% | 237 |
|
|
2021
Q1 | $9K | Hold |
78
| – | – | ﹤0.01% | 237 |
|
|
2020
Q4 | $8K | Sell |
78
-22
| -22% | -$2.1K | ﹤0.01% | 232 |
|
|
2020
Q3 | $9K | Buy |
100
+22
| +28% | +$1.75K | ﹤0.01% | 214 |
|
|
2020
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 221 |
|
|
2020
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 228 |
|
|
2019
Q4 | $7K | Hold |
78
| – | – | ﹤0.01% | 233 |
|
|
2019
Q3 | $7K | Hold |
78
| – | – | ﹤0.01% | 230 |
|
|
2019
Q2 | $7K | Hold |
78
| – | – | ﹤0.01% | 220 |
|
|
2019
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 226 |
|
|
2018
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 251 |
|
|
2018
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 270 |
|
|
2018
Q2 | $4K | Buy |
+78
| New | +$4.43K | ﹤0.01% | 357 |
|
|
2017
Q1 | – | Sell |
-5,200
| Closed | -$289K | – | 142 |
|
|
2016
Q4 | $289K | Hold |
5,200
| – | – | 0.18% | 101 |
|
|
2016
Q3 | $282K | Hold |
5,200
| – | – | 0.16% | 96 |
|
|
2016
Q2 | $297K | Buy |
+5,200
| New | +$296K | 0.19% | 91 |
|
|
2016
Q1 | – | Sell |
-3,400
| Closed | -$204K | – | 127 |
|
|
2015
Q4 | $204K | Sell |
3,400
-200
| -6% | -$12.2K | 0.12% | 113 |
|
|
2015
Q3 | $205K | Buy |
+3,600
| New | +$202K | 0.13% | 116 |
|
|
2014
Q1 | – | Sell |
-15,900
| Closed | -$623K | – | 160 |
|
|
2013
Q4 | $623K | Hold |
15,900
| – | – | 0.3% | 94 |
|
|
2013
Q3 | $612K | Hold |
15,900
| – | – | 0.3% | 96 |
|
|
2013
Q2 | $521K | Buy |
+15,900
| New | +$494K | 0.28% | 102 |
|
Other funds holding SBUX
IMA Advisory Services's SBUX Position: Q2 2026 in Review
IMA Advisory Services reduced its Starbucks (SBUX) stake by 7.7% in Q2 2026, selling an estimated $68.3K and leaving 8,074 shares worth $825K. The position accounts for 0.05% of the portfolio, ranked #188.
IMA Advisory Services first reported a position in SBUX in Q2 2013 and has held it in 38 quarters since. The position peaked at $853K in Q1 2025. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- IMA Advisory Services held 8,074 shares of Starbucks worth $825K as of Q2 2026.
- IMA Advisory Services sold 678 Starbucks shares in Q2 2026, an estimated $68.3K.
- Starbucks made up 0.05% of IMA Advisory Services's portfolio in Q2 2026, its #188 holding.
- IMA Advisory Services first reported a position in Starbucks in Q2 2013 and has held it in 38 quarters since.
- IMA Advisory Services's Starbucks position peaked at $853K in Q1 2025.
- 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.