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Innovative Asset Advisors Group’s Starbucks SBUX Stock Holding History

Innovative Asset Advisors 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 		$157K Sell
1,532
-402
-21% -$40.5K 0.07% 211
2026
Q1 		$173K Buy
+1,934
New +$183K 0.1% 150

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Innovative Asset Advisors Group's SBUX Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Starbucks (SBUX) stake by 21% in Q2 2026, selling an estimated $40.5K and leaving 1,532 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #211.

Innovative Asset Advisors Group first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. The position peaked at $173K in Q1 2026. 2,284 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Innovative Asset Advisors Group held 1,532 shares of Starbucks worth $157K as of Q2 2026.
  • Innovative Asset Advisors Group sold 402 Starbucks shares in Q2 2026, an estimated $40.5K.
  • Starbucks made up 0.07% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #211 holding.
  • Innovative Asset Advisors Group first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Starbucks position peaked at $173K in Q1 2026.
  • 2,284 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.