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New Age Alpha Advisors’s Starbucks SBUX Stock Holding History

New Age Alpha 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 		$3.08M Sell
30,154
-4,601
-13% -$463K 0.13% 204
2026
Q1 		$3.11M Sell
34,755
-1,112
-3% -$105K 0.15% 207
2025
Q4 		$3.02M Buy
35,867
+2,696
+8% +$227K 0.13% 240
2025
Q3 		$2.81M Sell
33,171
-450
-1% -$40.3K 0.12% 239
2025
Q2 		$3.08M Buy
33,621
+3,472
+12% +$301K 0.14% 227
2025
Q1 		$2.96M Buy
+30,149
New +$3.12M 0.13% 235

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

New Age Alpha Advisors's SBUX Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Starbucks (SBUX) stake by 13% in Q2 2026, selling an estimated $463K and leaving 30,154 shares worth $3.08M. The position accounts for 0.13% of the portfolio, ranked #204.

New Age Alpha Advisors first reported a position in SBUX in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11M in Q1 2026. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • New Age Alpha Advisors held 30,154 shares of Starbucks worth $3.08M as of Q2 2026.
  • New Age Alpha Advisors sold 4,601 Starbucks shares in Q2 2026, an estimated $463K.
  • Starbucks made up 0.13% of New Age Alpha Advisors's portfolio in Q2 2026, its #204 holding.
  • New Age Alpha Advisors first reported a position in Starbucks in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Starbucks position peaked at $3.11M in Q1 2026.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.