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Kovack Advisors’s Starbucks SBUX Stock Holding History

Kovack 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
2017
Q3 		– Sell
-6
Closed -$3K – 414
2017
Q2 		$3K Buy
+6
New +$363 ﹤0.01% 369

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

Kovack Advisors's SBUX Position: Q2 2026 in Review

Kovack Advisors reduced its Starbucks (SBUX) stake by 19% in Q2 2026, selling an estimated $273K and leaving 11,415 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #329.

Kovack Advisors first reported a position in SBUX in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.98M in Q4 2016. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Kovack Advisors held 11,415 shares of Starbucks worth $1.18M as of Q2 2026.
  • Kovack Advisors sold 2,715 Starbucks shares in Q2 2026, an estimated $273K.
  • Starbucks made up 0.06% of Kovack Advisors's portfolio in Q2 2026, its #329 holding.
  • Kovack Advisors first reported a position in Starbucks in Q2 2015 and has held it in 45 quarters since.
  • Kovack Advisors's Starbucks position peaked at $1.98M in Q4 2016.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.