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JFS Wealth Advisors’s Starbucks SBUX Stock Holding History

JFS 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 		$229K Sell
2,241
-53
-2% -$5.34K 0.01% 320
2026
Q1 		$206K Sell
2,294
-143
-6% -$13.5K 0.01% 324
2025
Q4 		$205K Sell
2,437
-1,467
-38% -$124K 0.01% 318
2025
Q3 		$330K Buy
3,904
+102
+3% +$9.13K 0.02% 268
2025
Q2 		$348K Sell
3,802
-66
-2% -$5.72K 0.02% 242
2025
Q1 		$379K Buy
3,868
+462
+14% +$47.8K 0.03% 226
2024
Q4 		$311K Buy
3,406
+135
+4% +$13.1K 0.02% 246
2024
Q3 		$319K Buy
3,271
+602
+23% +$51.6K 0.02% 245
2024
Q2 		$208K Sell
2,669
-70
-3% -$5.7K 0.02% 241
2024
Q1 		$250K Sell
2,739
-261
-9% -$24.3K 0.02% 223
2023
Q4 		$288K Buy
3,000
+270
+10% +$26.3K 0.02% 194
2023
Q3 		$249K Buy
2,730
+437
+19% +$42.9K 0.02% 200
2023
Q2 		$227K Sell
2,293
-6
-0.3% -$623 0.02% 206
2023
Q1 		$239K Sell
2,299
-4,811
-68% -$501K 0.02% 197
2022
Q4 		$705K Sell
7,110
-310
-4% -$29.3K 0.07% 132
2022
Q3 		$625K Buy
7,420
+13
+0.2% +$1.1K 0.07% 136
2022
Q2 		$566K Buy
7,407
+122
+2% +$9.37K 0.06% 137
2022
Q1 		$663K Sell
7,285
-263
-3% -$24.8K 0.06% 142
2021
Q4 		$883K Buy
7,548
+455
+6% +$51.3K 0.08% 127
2021
Q3 		$782K Buy
7,093
+1,049
+17% +$123K 0.08% 123
2021
Q2 		$676K Buy
6,044
+7
+0.1% +$791 0.1% 97
2021
Q1 		$660K Sell
6,037
-285
-5% -$29.9K 0.13% 87
2020
Q4 		$676K Hold
6,322
– – 0.14% 85
2020
Q3 		$543K Hold
6,322
– – 0.13% 87
2020
Q2 		$465K Buy
6,322
+200
+3% +$15K 0.12% 92
2020
Q1 		$402K Buy
6,122
+466
+8% +$37.7K 0.12% 93
2019
Q4 		$497K Hold
5,656
– – 0.12% 91
2019
Q3 		$500K Hold
5,656
– – 0.13% 92
2019
Q2 		$474K Hold
5,656
– – 0.12% 92
2019
Q1 		$421K Hold
5,656
– – 0.11% 98
2018
Q4 		$364K Sell
5,656
-166
-3% -$10.4K 0.1% 104
2018
Q3 		$331K Buy
5,822
+166
+3% +$8.78K 0.09% 112
2018
Q2 		$276K Hold
5,656
– – 0.07% 117
2018
Q1 		$327K Sell
5,656
-1,019
-15% -$58.9K 0.09% 109
2017
Q4 		$383K Buy
6,675
+825
+14% +$46.7K 0.09% 102
2017
Q3 		$314K Buy
5,850
+23
+0.4% +$1.27K 0.08% 106
2017
Q2 		$340K Buy
5,827
+41
+0.7% +$2.48K 0.09% 95
2017
Q1 		$321K Hold
5,786
– – 0.09% 103
2016
Q4 		$321K Sell
5,786
-78
-1% -$4.32K 0.09% 103
2016
Q3 		$317K Buy
5,864
+17
+0.3% +$951 0.09% 103
2016
Q2 		$334K Sell
5,847
-46
-0.8% -$2.62K 0.09% 121
2016
Q1 		$352K Buy
5,893
+81
+1% +$4.72K 0.1% 97
2015
Q4 		$349K Buy
5,812
+116
+2% +$7.07K 0.1% 100
2015
Q3 		$324K Buy
5,696
+494
+9% +$27.7K 0.14% 80
2015
Q2 		$279K Sell
5,202
-112
-2% -$5.68K 0.14% 71
2015
Q1 		$252K Buy
5,314
+16
+0.3% +$719 0.12% 76
2014
Q4 		$217K Buy
5,298
+4
+0.1% +$156 0.03% 80
2014
Q3 		$200K Sell
5,294
-26
-0.5% -$1.01K 0.04% 77
2014
Q2 		$206K Buy
+5,320
New +$193K 0.04% 84
2014
Q1 		– Sell
-6,628
Closed -$260K – 128
2013
Q4 		$260K Sell
6,628
-90
-1% -$3.56K 0.11% 106
2013
Q3 		$259K Sell
6,718
-1,288
-16% -$46.3K 0.12% 100
2013
Q2 		$262K Buy
+8,006
New +$249K 0.13% 93

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

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

JFS Wealth Advisors reduced its Starbucks (SBUX) stake by 2.3% in Q2 2026, selling an estimated $5.34K and leaving 2,241 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #320.

JFS Wealth Advisors first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $883K in Q4 2021. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • JFS Wealth Advisors held 2,241 shares of Starbucks worth $229K as of Q2 2026.
  • JFS Wealth Advisors sold 53 Starbucks shares in Q2 2026, an estimated $5.34K.
  • Starbucks made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #320 holding.
  • JFS Wealth Advisors first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • JFS Wealth Advisors's Starbucks position peaked at $883K in Q4 2021.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.