IAA
SBUX icon

Independent Advisor Alliance’s Starbucks SBUX Stock Holding History

Independent Advisor Alliance’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 		$2.21M Buy
21,643
+943
+5% +$95K 0.05% 258
2026
Q1 		$1.85M Sell
20,700
-825
-4% -$78K 0.02% 584
2025
Q4 		$1.81M Sell
21,525
-51
-0.2% -$4.3K 0.04% 329
2025
Q3 		$1.83M Buy
21,576
+2,067
+11% +$185K 0.05% 316
2025
Q2 		$1.79M Sell
19,509
-10,289
-35% -$892K 0.05% 304
2025
Q1 		$2.92M Buy
29,798
+5,246
+21% +$542K 0.1% 196
2024
Q4 		$2.24M Sell
24,552
-5,530
-18% -$535K 0.03% 481
2024
Q3 		$2.93M Sell
30,082
-16,856
-36% -$1.45M 0.11% 169
2024
Q2 		$3.65M Buy
46,938
+1,362
+3% +$111K 0.13% 137
2024
Q1 		$4.17M Buy
45,576
+239
+0.5% +$22.2K 0.15% 119
2023
Q4 		$4.35M Buy
45,337
+516
+1% +$50.2K 0.16% 114
2023
Q3 		$4.09M Sell
44,821
-10,510
-19% -$1.03M 0.19% 101
2023
Q2 		$5.48M Buy
55,331
+942
+2% +$97.8K 0.24% 76
2023
Q1 		$5.66M Buy
54,389
+12,717
+31% +$1.32M 0.27% 74
2022
Q4 		$4.13K Buy
41,672
+2,104
+5% +$199K ﹤0.01% 200
2022
Q3 		$3.33M Buy
39,568
+1,156
+3% +$98.2K 0.19% 107
2022
Q2 		$2.93M Sell
38,412
-9,513
-20% -$731K 0.16% 122
2022
Q1 		$4.36M Sell
47,925
-5,553
-10% -$524K 0.21% 98
2021
Q4 		$6.25M Buy
53,478
+5,581
+12% +$629K 0.31% 78
2021
Q3 		$5.28M Sell
47,897
-8,885
-16% -$1.04M 0.29% 80
2021
Q2 		$6.35M Buy
56,782
+902
+2% +$102K 0.35% 77
2021
Q1 		$6.11M Buy
55,880
+11,722
+27% +$1.23M 0.36% 75
2020
Q4 		$4.72M Buy
44,158
+6,241
+16% +$596K 0.32% 78
2020
Q3 		$3.26M Sell
37,917
-6,899
-15% -$550K 0.25% 92
2020
Q2 		$3.3M Buy
44,816
+3,145
+8% +$236K 0.35% 59
2020
Q1 		$2.74M Buy
41,671
+19,361
+87% +$1.57M 0.4% 55
2019
Q4 		$1.96M Buy
22,310
+430
+2% +$36.7K 0.09% 241
2019
Q3 		$1.94M Sell
21,880
-1,390
-6% -$129K 0.24% 97
2019
Q2 		$1.95M Buy
23,270
+2,997
+15% +$235K 0.28% 82
2019
Q1 		$1.51M Buy
20,273
+10,594
+109% +$728K 0.21% 105
2018
Q4 		$623K Buy
9,679
+589
+6% +$36.9K 0.11% 173
2018
Q3 		$501K Buy
9,090
+18
+0.2% +$952 0.09% 191
2018
Q2 		$441K Sell
9,072
-3,073
-25% -$174K 0.09% 199
2018
Q1 		$683K Buy
12,145
+1,312
+12% +$75.8K 0.15% 159
2017
Q4 		$642K Sell
10,833
-5,884
-35% -$333K 0.14% 159
2017
Q3 		$920K Buy
16,717
+3,844
+30% +$213K 0.25% 100
2017
Q2 		$744K Sell
12,873
-1,869
-13% -$113K 0.24% 106
2017
Q1 		$858K Buy
14,742
+2,231
+18% +$126K 0.14% 179
2016
Q4 		$721K Buy
+12,511
New +$693K 0.31% 88

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

Independent Advisor Alliance's SBUX Position: Q2 2026 in Review

Independent Advisor Alliance increased its Starbucks (SBUX) stake by 4.6% in Q2 2026, buying an estimated $95K and bringing the position to 21,643 shares worth $2.21M. The position accounts for 0.05% of the portfolio, ranked #258.

Independent Advisor Alliance first reported a position in SBUX in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.35M in Q2 2021. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Independent Advisor Alliance held 21,643 shares of Starbucks worth $2.21M as of Q2 2026.
  • Independent Advisor Alliance bought 943 Starbucks shares in Q2 2026, an estimated $95K.
  • Starbucks made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #258 holding.
  • Independent Advisor Alliance first reported a position in Starbucks in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Starbucks position peaked at $6.35M in Q2 2021.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.