M3 Advisory Group’s Starbucks SBUX Stock Holding History

M3 Advisory Group’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	$300K	Sell	2,932 -137	-4%	-$13.8K	0.16%	110
2026 Q1	$275K	Buy	3,069 +104	+4%	+$9.84K	0.17%	105
2025 Q4	$250K	Buy	2,965 +70	+2%	+$5.91K	0.15%	114
2025 Q3	$245K	Buy	2,895 +58	+2%	+$5.19K	0.15%	119
2025 Q2	$260K	Sell	2,837 -164	-5%	-$14.2K	0.18%	106
2025 Q1	$294K	Sell	3,001 -10	-0.3%	-$1.03K	0.23%	94
2024 Q4	$275K	Sell	3,011 -11	-0.4%	-$1.06K	0.2%	106
2024 Q3	$295K	Sell	3,022 -654	-18%	-$56.1K	0.22%	106
2024 Q2	$286K	Sell	3,676 -732	-17%	-$59.6K	0.24%	103
2024 Q1	$403K	Sell	4,408 -160	-4%	-$14.9K	0.37%	64
2023 Q4	$439K	Buy	+4,568	New	+$445K	0.51%	43

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 $3.37T AUM 44.26% 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

M3 Advisory Group's SBUX Position: Q2 2026 in Review

M3 Advisory Group reduced its Starbucks (SBUX) stake by 4.5% in Q2 2026, selling an estimated $13.8K and leaving 2,932 shares worth $300K. The position accounts for 0.16% of the portfolio, ranked #110.

M3 Advisory Group first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $439K in Q4 2023. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

M3 Advisory Group held 2,932 shares of Starbucks worth $300K as of Q2 2026.
M3 Advisory Group sold 137 Starbucks shares in Q2 2026, an estimated $13.8K.
Starbucks made up 0.16% of M3 Advisory Group's portfolio in Q2 2026, its #110 holding.
M3 Advisory Group first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
M3 Advisory Group's Starbucks position peaked at $439K in Q4 2023.
2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.