IWAO
SBUX icon

Independence Wealth Advisors (Ohio)’s Starbucks SBUX Stock Holding History

Independence Wealth Advisors (Ohio)’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 		– Sell
-3,548
Closed -$318K – 93
2026
Q1 		$318K Sell
3,548
-631
-15% -$59.7K 0.17% 60
2025
Q4 		$352K Buy
+4,179
New +$353K 0.2% 56

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

Independence Wealth Advisors (Ohio)'s SBUX Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 3,548 shares — an estimated $318K sold.

Independence Wealth Advisors (Ohio) first reported a position in SBUX in Q4 2025 and held it in 2 quarters. The position peaked at $352K in Q4 2025. 2,377 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Independence Wealth Advisors (Ohio) reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Independence Wealth Advisors (Ohio) sold 3,548 Starbucks shares in Q2 2026, an estimated $318K.
  • Independence Wealth Advisors (Ohio) first reported a position in Starbucks in Q4 2025 and held it in 2 quarters.
  • Independence Wealth Advisors (Ohio)'s Starbucks position peaked at $352K in Q4 2025.
  • 2,377 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.