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IVC Wealth Advisors’s Starbucks SBUX Stock Holding History

IVC Wealth 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 		$331K Sell
3,236
-6
-0.2% -$604 0.13% 134
2026
Q1 		$290K Buy
3,242
+48
+2% +$4.54K 0.13% 137
2025
Q4 		$269K Buy
3,194
+28
+0.9% +$2.36K 0.12% 146
2025
Q3 		$268K Sell
3,166
-574
-15% -$51.4K 0.12% 149
2025
Q2 		$343K Buy
3,740
+3
+0.1% +$260 0.17% 113
2025
Q1 		$367K Sell
3,737
-438
-10% -$45.3K 0.2% 102
2024
Q4 		$381K Sell
4,175
-817
-16% -$79K 0.21% 92
2024
Q3 		$487K Sell
4,992
-1,698
-25% -$146K 0.27% 80
2024
Q2 		$521K Sell
6,690
-8,442
-56% -$688K 0.29% 80
2024
Q1 		$1.38M Sell
15,132
-1,146
-7% -$107K 0.8% 30
2023
Q4 		$1.56M Sell
16,278
-897
-5% -$87.3K 0.97% 21
2023
Q3 		$1.57M Buy
17,175
+9
+0.1% +$883 1.05% 20
2023
Q2 		$1.7M Sell
17,166
-114
-0.7% -$11.8K 1.08% 17
2023
Q1 		$1.8M Sell
17,280
-617
-3% -$64.2K 1.27% 13
2022
Q4 		$1.78M Sell
17,897
-61
-0.3% -$5.76K 1.31% 15
2022
Q3 		$1.51M Buy
17,958
+35
+0.2% +$2.97K 1.22% 16
2022
Q2 		$1.37M Buy
17,923
+4
+0% +$307 1.06% 21
2022
Q1 		$1.63M Sell
17,919
-569
-3% -$53.7K 1.07% 18
2021
Q4 		$2.16M Sell
18,488
-680
-4% -$76.7K 1.39% 11
2021
Q3 		$2.11M Buy
19,168
+441
+2% +$51.6K 1.46% 10
2021
Q2 		$2.09M Buy
18,727
+147
+0.8% +$16.6K 1.47% 11
2021
Q1 		$2.03M Sell
18,580
-207
-1% -$21.7K 1.6% 9
2020
Q4 		$2.01M Buy
+18,787
New +$1.79M 1.92% 7

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

IVC Wealth Advisors's SBUX Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Starbucks (SBUX) stake by 0.19% in Q2 2026, selling an estimated $604 and leaving 3,236 shares worth $331K. The position accounts for 0.13% of the portfolio, ranked #134.

IVC Wealth Advisors first reported a position in SBUX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.16M in Q4 2021. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • IVC Wealth Advisors held 3,236 shares of Starbucks worth $331K as of Q2 2026.
  • IVC Wealth Advisors sold 6 Starbucks shares in Q2 2026, an estimated $604.
  • Starbucks made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • IVC Wealth Advisors first reported a position in Starbucks in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Starbucks position peaked at $2.16M in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.