LAS
SBUX icon

Lloyd Advisory Services’s Starbucks SBUX Stock Holding History

Lloyd Advisory Services’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 		– Sell
-396
Closed -$35.5K – 937
2026
Q1 		$35.5K Buy
+396
New +$37.5K 0.01% 308
2023
Q4 		– Sell
-7,889
Closed -$720K – 304
2023
Q3 		$720K Buy
+7,889
New +$774K 0.24% 100
2020
Q1 		– Sell
-32
Closed -$3K – 377
2019
Q4 		$3K Buy
+32
New +$2.73K ﹤0.01% 289

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

Lloyd Advisory Services's SBUX Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 396 shares — an estimated $35.5K sold.

Lloyd Advisory Services first reported a position in SBUX in Q4 2019 and held it in 3 quarters. The position peaked at $720K in Q3 2023. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 396 Starbucks shares in Q2 2026, an estimated $35.5K.
  • Lloyd Advisory Services first reported a position in Starbucks in Q4 2019 and held it in 3 quarters.
  • Lloyd Advisory Services's Starbucks position peaked at $720K in Q3 2023.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.