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Investment Research & Advisory Group’s Starbucks SBUX Stock Holding History

Investment Research & 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 		$3.55M Buy
34,667
+236
+0.7% +$23.8K 1.09% 25
2026
Q1 		$3.09M Buy
34,431
+1,086
+3% +$103K 1.08% 26
2025
Q4 		$2.81M Sell
33,345
-99
-0.3% -$8.35K 0.93% 30
2025
Q3 		$2.83M Buy
33,444
+2,185
+7% +$196K 0.96% 30
2025
Q2 		$2.86M Sell
31,259
-315
-1% -$27.3K 1.07% 27
2025
Q1 		$3.1M Buy
31,574
+2,395
+8% +$248K 1.29% 27
2024
Q4 		$2.66M Buy
29,179
+269
+0.9% +$26K 1.1% 26
2024
Q3 		$2.82M Buy
28,910
+1,012
+4% +$86.8K 1.19% 27
2024
Q2 		$2.17M Buy
27,898
+163
+0.6% +$13.3K 0.96% 31
2024
Q1 		$2.53M Buy
27,735
+962
+4% +$89.5K 1.17% 28
2023
Q4 		$2.57M Buy
26,773
+100
+0.4% +$9.73K 1.31% 22
2023
Q3 		$2.43M Buy
26,673
+185
+0.7% +$18.2K 1.38% 23
2023
Q2 		$2.62M Sell
26,488
-108
-0.4% -$11.2K 1.52% 16
2023
Q1 		$2.77M Buy
26,596
+459
+2% +$47.8K 1.78% 14
2022
Q4 		$2.59M Buy
26,137
+16
+0.1% +$1.51K 1.7% 18
2022
Q3 		$2.2M Buy
26,121
+359
+1% +$30.5K 1.65% 16
2022
Q2 		$1.97M Buy
25,762
+2,794
+12% +$215K 1.42% 22
2022
Q1 		$2.09M Buy
22,968
+903
+4% +$85.2K 1.31% 22
2021
Q4 		$2.58M Sell
22,065
-226
-1% -$25.5K 1.57% 17
2021
Q3 		$2.47M Buy
22,291
+203
+0.9% +$23.8K 1.62% 17
2021
Q2 		$2.47M Buy
22,088
+42
+0.2% +$4.75K 1.63% 18
2021
Q1 		$2.41M Buy
22,046
+42
+0.2% +$4.41K 1.77% 16
2020
Q4 		$2.35M Buy
22,004
+1,327
+6% +$127K 1.75% 17
2020
Q3 		$1.78M Buy
20,677
+490
+2% +$39.1K 1.48% 20
2020
Q2 		$1.47M Buy
20,187
+12,512
+163% +$940K 1.32% 27
2020
Q1 		$505K Buy
7,675
+7,201
+1,519% +$582K 0.47% 33
2019
Q4 		$42K Buy
+474
New +$40.4K 0.04% 109

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Investment Research & Advisory Group increased its Starbucks (SBUX) stake by 0.69% in Q2 2026, buying an estimated $23.8K and bringing the position to 34,667 shares worth $3.55M. The position accounts for 1.09% of the portfolio, ranked #25.

Investment Research & Advisory Group first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. 929 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Investment Research & Advisory Group held 34,667 shares of Starbucks worth $3.55M as of Q2 2026.
  • Investment Research & Advisory Group bought 236 Starbucks shares in Q2 2026, an estimated $23.8K.
  • Starbucks made up 1.09% of Investment Research & Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Investment Research & Advisory Group first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
  • 929 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.