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Kingswood Wealth Advisors’s Starbucks SBUX Stock Holding History

Kingswood 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 		$1.06M Buy
10,392
+222
+2% +$22.4K 0.04% 398
2026
Q1 		$911K Sell
10,170
-2,362
-19% -$223K 0.04% 397
2025
Q4 		$1.06M Sell
12,532
-3,613
-22% -$305K 0.05% 341
2025
Q3 		$1.37M Sell
16,145
-301
-2% -$26.9K 0.08% 251
2025
Q2 		$1.51M Buy
16,446
+1,839
+13% +$159K 0.12% 185
2025
Q1 		$1.43M Sell
14,607
-248
-2% -$25.6K 0.13% 181
2024
Q4 		$1.36M Sell
14,855
-3,528
-19% -$341K 0.1% 211
2024
Q3 		$1.79M Buy
18,383
+8,711
+90% +$747K 0.13% 182
2024
Q2 		$753K Buy
9,672
+1,379
+17% +$112K 0.07% 292
2024
Q1 		$758K Sell
8,293
-2,248
-21% -$209K 0.09% 257
2023
Q4 		$1.01M Buy
10,541
+4,798
+84% +$467K 0.11% 195
2023
Q3 		$524K Sell
5,743
-3,335
-37% -$327K 0.09% 238
2023
Q2 		$899K Buy
+9,078
New +$942K 0.29% 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

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

Kingswood Wealth Advisors increased its Starbucks (SBUX) stake by 2.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 10,392 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #398.

Kingswood Wealth Advisors first reported a position in SBUX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q3 2024. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Kingswood Wealth Advisors held 10,392 shares of Starbucks worth $1.06M as of Q2 2026.
  • Kingswood Wealth Advisors bought 222 Starbucks shares in Q2 2026, an estimated $22.4K.
  • Starbucks made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #398 holding.
  • Kingswood Wealth Advisors first reported a position in Starbucks in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Starbucks position peaked at $1.79M in Q3 2024.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.