Kelleher Financial Advisors’s Starbucks SBUX Stock Holding History

Kelleher Financial 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	$89.3K	Buy	874 +676	+341%	+$68.1K	0.01%	387
2026 Q1	$17.8K	Hold	198	–	–	﹤0.01%	488
2025 Q4	$16.7K	Sell	198 -125	-39%	-$10.5K	﹤0.01%	528
2025 Q3	$27.3K	Buy	+323	New	+$28.9K	0.01%	399
2022 Q3	–	Sell	-3,642	Closed	-$278K	–	140
2022 Q2	$278K	Buy	+3,642	New	+$280K	0.13%	109
2021 Q4	–	Sell	-2,440	Closed	-$269K	–	142
2021 Q3	$269K	Buy	+2,440	New	+$286K	0.12%	127

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelleher Financial Advisors's SBUX Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Starbucks (SBUX) stake by 341% in Q2 2026, buying an estimated $68.1K and bringing the position to 874 shares worth $89.3K. The position accounts for 0.01% of the portfolio, ranked #387.

Kelleher Financial Advisors first reported a position in SBUX in Q3 2021 and has held it in 6 quarters since. The position peaked at $278K in Q2 2022. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Kelleher Financial Advisors held 874 shares of Starbucks worth $89.3K as of Q2 2026.
Kelleher Financial Advisors bought 676 Starbucks shares in Q2 2026, an estimated $68.1K.
Starbucks made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #387 holding.
Kelleher Financial Advisors first reported a position in Starbucks in Q3 2021 and has held it in 6 quarters since.
Kelleher Financial Advisors's Starbucks position peaked at $278K in Q2 2022.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.