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Investment Advisory Group’s Starbucks SBUX Stock Holding History

Investment Advisory 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 		$218K Buy
+2,131
New +$215K 0.05% 205
2025
Q2 		– Sell
-2,501
Closed -$245K – 179
2025
Q1 		$245K Buy
2,501
+60
+2% +$6.2K 0.08% 143
2024
Q4 		$223K Buy
2,441
+45
+2% +$4.35K 0.07% 154
2024
Q3 		$234K Sell
2,396
-189
-7% -$16.2K 0.08% 150
2024
Q2 		$201K Sell
2,585
-4
-0.2% -$326 0.08% 163
2024
Q1 		$237K Sell
2,589
-198
-7% -$18.4K 0.1% 139
2023
Q4 		$268K Sell
2,787
-9
-0.3% -$876 0.12% 118
2023
Q3 		$255K Buy
2,796
+24
+0.9% +$2.36K 0.13% 110
2023
Q2 		$275K Sell
2,772
-83
-3% -$8.62K 0.14% 108
2023
Q1 		$297K Buy
2,855
+146
+5% +$15.2K 0.17% 102
2022
Q4 		$269K Buy
2,709
+5
+0.2% +$472 0.16% 106
2022
Q3 		$228K Buy
2,704
+5
+0.2% +$425 0.16% 113
2022
Q2 		$206K Sell
2,699
-54
-2% -$4.15K 0.14% 117
2022
Q1 		$251K Buy
+2,753
New +$260K 0.15% 109

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

Investment Advisory Group's SBUX Position: Q2 2026 in Review

Investment Advisory Group opened a new position in Starbucks (SBUX) in Q2 2026: 2,131 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #205 among its holdings. This is a return to the name: Investment Advisory Group previously reported a position in SBUX as recently as Q1 2025.

Investment Advisory Group first reported a position in SBUX in Q1 2022 and has held it in 14 quarters since. The position peaked at $297K in Q1 2023. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Investment Advisory Group held 2,131 shares of Starbucks worth $218K as of Q2 2026.
  • Starbucks was a new Investment Advisory Group position in Q2 2026.
  • Starbucks made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #205 holding.
  • Investment Advisory Group first reported a position in Starbucks in Q1 2022 and has held it in 14 quarters since.
  • Investment Advisory Group's Starbucks position peaked at $297K in Q1 2023.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.