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Index Fund Advisors’s Starbucks SBUX Stock Holding History

Index Fund Advisors’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 		$252K Buy
+2,463
New +$248K 0.01% 122
2022
Q4 		– Sell
-7,199
Closed -$607K – 95
2022
Q3 		$607K Sell
7,199
-300
-4% -$25.5K 0.05% 43
2022
Q2 		$573K Buy
7,499
+7
+0.1% +$538 0.04% 45
2022
Q1 		$682K Sell
7,492
-361
-5% -$34.1K 0.05% 44
2021
Q4 		$919K Buy
+7,853
New +$885K 0.07% 37

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

Index Fund Advisors's SBUX Position: Q2 2026 in Review

Index Fund Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 2,463 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #122 among its holdings. This is a return to the name: Index Fund Advisors previously reported a position in SBUX as recently as Q3 2022.

Index Fund Advisors first reported a position in SBUX in Q4 2021 and has held it in 5 quarters since. The position peaked at $919K in Q4 2021. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Index Fund Advisors held 2,463 shares of Starbucks worth $252K as of Q2 2026.
  • Starbucks was a new Index Fund Advisors position in Q2 2026.
  • Starbucks made up 0.01% of Index Fund Advisors's portfolio in Q2 2026, its #122 holding.
  • Index Fund Advisors first reported a position in Starbucks in Q4 2021 and has held it in 5 quarters since.
  • Index Fund Advisors's Starbucks position peaked at $919K in Q4 2021.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.