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Medallion Wealth Advisors’s Starbucks SBUX Stock Holding History

Medallion 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 		$118K Buy
1,158
+3
+0.3% +$302 0.04% 325
2026
Q1 		$103K Sell
1,155
-19
-2% -$1.8K 0.03% 348
2025
Q4 		$98.8K Sell
1,174
-48
-4% -$4.05K 0.03% 362
2025
Q3 		$103K Buy
1,222
+235
+24% +$21K 0.04% 350
2025
Q2 		$93.4K Buy
987
+148
+18% +$12.8K 0.04% 362
2025
Q1 		$82.4K Buy
839
+150
+22% +$15.5K 0.04% 340
2024
Q4 		$63.6K Buy
+689
New +$66.7K 0.03% 370

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

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

Medallion Wealth Advisors increased its Starbucks (SBUX) stake by 0.26% in Q2 2026, buying an estimated $302 and bringing the position to 1,158 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #325.

Medallion Wealth Advisors first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Medallion Wealth Advisors held 1,158 shares of Starbucks worth $118K as of Q2 2026.
  • Medallion Wealth Advisors bought 3 Starbucks shares in Q2 2026, an estimated $302.
  • Starbucks made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #325 holding.
  • Medallion Wealth Advisors first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.