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Keystone Financial Group (Kentucky)’s Starbucks SBUX Stock Holding History

Keystone Financial Group (Kentucky)’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 		$408K Buy
3,991
+1,325
+50% +$133K 0.02% 363
2026
Q1 		$242K Buy
2,666
+247
+10% +$23.4K 0.02% 445
2025
Q4 		$204K Sell
2,419
-109
-4% -$9.2K 0.02% 431
2025
Q3 		$214K Sell
2,528
-885
-26% -$79.2K 0.02% 390
2025
Q2 		$313K Buy
3,413
+1,292
+61% +$112K 0.03% 310
2025
Q1 		$208K Sell
2,121
-229
-10% -$23.7K 0.02% 370
2024
Q4 		$215K Sell
2,350
-51
-2% -$4.93K 0.02% 355
2024
Q3 		$234K Buy
+2,401
New +$206K 0.03% 327
2024
Q2 		– Sell
-2,345
Closed -$214K – 272
2024
Q1 		$214K Buy
+2,345
New +$218K 0.03% 321

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 $3.38T AUM 44.17% 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

Keystone Financial Group (Kentucky)'s SBUX Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Starbucks (SBUX) stake by 50% in Q2 2026, buying an estimated $133K and bringing the position to 3,991 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #363.

Keystone Financial Group (Kentucky) first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 3,991 shares of Starbucks worth $408K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 1,325 Starbucks shares in Q2 2026, an estimated $133K.
  • Starbucks made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #363 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.