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Independent Financial Group’s Starbucks SBUX Stock Holding History

Independent Financial Group’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 		$4.6M Sell
45,012
-315
-0.7% -$31.7K 0.09% 227
2026
Q1 		$4.06M Sell
45,327
-1,043
-2% -$98.7K 0.09% 214
2025
Q4 		$3.9M Buy
46,370
+8,053
+21% +$679K 0.09% 216
2025
Q3 		$3.24M Sell
38,317
-5,651
-13% -$506K 0.08% 243
2025
Q2 		$4.03M Buy
43,968
+1,491
+4% +$129K 0.11% 172
2025
Q1 		$4.17M Buy
42,477
+2,673
+7% +$276K 0.14% 142
2024
Q4 		$3.63M Sell
39,804
-2,244
-5% -$217K 0.12% 162
2024
Q3 		$4.1M Buy
42,048
+11,141
+36% +$956K 0.15% 125
2024
Q2 		$2.41M Sell
30,907
-1,659
-5% -$135K 0.1% 195
2024
Q1 		$2.98M Sell
32,566
-5,089
-14% -$473K 0.14% 148
2023
Q4 		$3.62M Buy
37,655
+4,969
+15% +$484K 0.19% 118
2023
Q3 		$2.98M Sell
32,686
-4,233
-11% -$415K 0.19% 112
2023
Q2 		$3.66M Sell
36,919
-2,657
-7% -$276K 0.25% 83
2023
Q1 		$4.12M Sell
39,576
-64
-0.2% -$6.66K 0.33% 62
2022
Q4 		$3.93M Sell
39,640
-44
-0.1% -$4.15K 0.34% 51
2022
Q3 		$3.34M Buy
39,684
+10,691
+37% +$908K 0.3% 57
2022
Q2 		$2.21M Sell
28,993
-7,288
-20% -$560K 0.24% 94
2022
Q1 		$3.3M Sell
36,281
-1,778
-5% -$168K 0.27% 72
2021
Q4 		$4.45M Buy
38,059
+4,021
+12% +$453K 0.37% 40
2021
Q3 		$3.75M Buy
34,038
+101
+0.3% +$11.8K 0.38% 46
2021
Q2 		$3.79M Buy
33,937
+825
+2% +$93.3K 0.4% 45
2021
Q1 		$3.62M Buy
33,112
+4,457
+16% +$468K 0.47% 38
2020
Q4 		$3.07M Buy
28,655
+4,561
+19% +$435K 0.45% 38
2020
Q3 		$2.07M Sell
24,094
-7
-0% -$558 0.39% 54
2020
Q2 		$1.77M Buy
24,101
+185
+0.8% +$13.9K 0.39% 56
2020
Q1 		$1.57M Buy
+23,916
New +$1.93M 0.46% 42

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 Financial Group's SBUX Position: Q2 2026 in Review

Independent Financial Group reduced its Starbucks (SBUX) stake by 0.69% in Q2 2026, selling an estimated $31.7K and leaving 45,012 shares worth $4.6M. The position accounts for 0.09% of the portfolio, ranked #227.

Independent Financial Group first reported a position in SBUX in Q1 2020 and has held it in 26 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Independent Financial Group held 45,012 shares of Starbucks worth $4.6M as of Q2 2026.
  • Independent Financial Group sold 315 Starbucks shares in Q2 2026, an estimated $31.7K.
  • Starbucks made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #227 holding.
  • Independent Financial Group first reported a position in Starbucks in Q1 2020 and has held it in 26 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.