Independent Advisor Alliance
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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
2021
Q1 		– Sell
-1
Closed -$1K – 646
2020
Q4 		$1K Buy
+1
New +$95 ﹤0.01% 576

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 $3.38T AUM 44.17% 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. 2,405 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.
  • 2,405 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.