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Investment Advisory Services’s Starbucks SBUX Stock Holding History

Investment Advisory Services’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 		$914K Sell
8,949
-684
-7% -$68.9K 0.26% 62
2026
Q1 		$863K Sell
9,633
-124
-1% -$11.7K 0.27% 59
2025
Q4 		$822K Sell
9,757
-831
-8% -$70.1K 0.26% 62
2025
Q3 		$896K Sell
10,588
-77
-0.7% -$6.89K 0.28% 62
2025
Q2 		$977K Buy
10,665
+59
+0.6% +$5.11K 0.33% 55
2025
Q1 		$1.04M Buy
10,606
+584
+6% +$60.4K 0.38% 54
2024
Q4 		$915K Sell
10,022
-50
-0.5% -$4.84K 0.32% 55
2024
Q3 		$982K Sell
10,072
-1,663
-14% -$143K 0.35% 53
2024
Q2 		$914K Sell
11,735
-2,050
-15% -$167K 0.33% 54
2024
Q1 		$1.26M Sell
13,785
-97
-0.7% -$9.02K 0.46% 51
2023
Q4 		$1.33M Sell
13,882
-339
-2% -$33K 0.53% 48
2023
Q3 		$1.3M Buy
14,221
+33
+0.2% +$3.24K 0.56% 46
2023
Q2 		$1.41M Sell
14,188
-8
-0.1% -$830 0.59% 45
2023
Q1 		$1.48M Buy
14,196
+2
+0% +$208 0.73% 33
2022
Q4 		$1.41M Buy
14,194
+100
+0.7% +$9.44K 0.72% 36
2022
Q3 		$1.19M Buy
14,094
+27
+0.2% +$2.29K 0.71% 40
2022
Q2 		$1.07M Buy
14,067
+5
+0% +$384 0.62% 47
2022
Q1 		$1.28M Sell
14,062
-12
-0.1% -$1.13K 0.71% 44
2021
Q4 		$1.65M Buy
14,074
+263
+2% +$29.7K 0.9% 38
2021
Q3 		$1.52M Buy
13,811
+208
+2% +$24.4K 0.93% 36
2021
Q2 		$1.52M Buy
+13,603
New +$1.54M 0.94% 39
2020
Q4 		$1.44M Buy
13,426
+2
+0% +$191 1.01% 33
2020
Q3 		$1.15M Buy
13,424
+486
+4% +$38.8K 0.91% 36
2020
Q2 		$952K Buy
12,938
+1,393
+12% +$105K 0.81% 38
2020
Q1 		$777K Buy
+11,545
New +$934K 0.83% 38

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

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

Investment Advisory Services reduced its Starbucks (SBUX) stake by 7.1% in Q2 2026, selling an estimated $68.9K and leaving 8,949 shares worth $914K. The position accounts for 0.26% of the portfolio, ranked #62.

Investment Advisory Services first reported a position in SBUX in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.65M in Q4 2021. 787 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Investment Advisory Services held 8,949 shares of Starbucks worth $914K as of Q2 2026.
  • Investment Advisory Services sold 684 Starbucks shares in Q2 2026, an estimated $68.9K.
  • Starbucks made up 0.26% of Investment Advisory Services's portfolio in Q2 2026, its #62 holding.
  • Investment Advisory Services first reported a position in Starbucks in Q1 2020 and has held it in 25 quarters since.
  • Investment Advisory Services's Starbucks position peaked at $1.65M in Q4 2021.
  • 787 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.