MYIA
SBUX icon

Mount Yale Investment Advisors’s Starbucks SBUX Stock Holding History

Mount Yale Investment 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
2022
Q1 		– Sell
-100
Closed -$10K – 495
2021
Q4 		$10K Hold
100
– – ﹤0.01% 455
2021
Q3 		$11K Hold
100
– – ﹤0.01% 457
2021
Q2 		$11K Buy
+100
New +$11.3K ﹤0.01% 423

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

Mount Yale Investment Advisors's SBUX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Starbucks (SBUX) stake by 4.4% in Q2 2026, selling an estimated $181K and leaving 39,440 shares worth $4.03M. The position accounts for 0.07% of the portfolio, ranked #256.

Mount Yale Investment Advisors first reported a position in SBUX in Q1 2018 and has held it in 34 quarters since. 2,403 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Mount Yale Investment Advisors held 39,440 shares of Starbucks worth $4.03M as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,799 Starbucks shares in Q2 2026, an estimated $181K.
  • Starbucks made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #256 holding.
  • Mount Yale Investment Advisors first reported a position in Starbucks in Q1 2018 and has held it in 34 quarters since.
  • 2,403 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.