Northern Financial Advisors’s Starbucks SBUX Stock Holding History

Northern Financial 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	$500K	Buy	4,894 +423	+9%	+$42.6K	0.33%	74
2026 Q1	$401K	Buy	4,471 +456	+11%	+$43.1K	0.29%	85
2025 Q4	$338K	Sell	4,015 -867	-18%	-$73.1K	0.39%	70
2025 Q3	$413K	Sell	4,882 -312	-6%	-$27.9K	0.22%	94
2025 Q2	$476K	Sell	5,194 -128	-2%	-$11.1K	0.36%	75
2025 Q1	$522K	Sell	5,322 -24	-0.4%	-$2.48K	0.43%	68
2024 Q4	$488K	Sell	5,346 -670	-11%	-$64.8K	0.39%	71
2024 Q3	$587K	Sell	6,016 -1,467	-20%	-$126K	0.45%	68
2024 Q2	$583K	Sell	7,483 -20	-0.3%	-$1.63K	0.47%	67
2024 Q1	$686K	Sell	7,503 -41	-0.5%	-$3.81K	0.54%	63
2023 Q4	$724K	Buy	7,544 +980	+15%	+$95.4K	0.61%	57
2023 Q3	$599K	Buy	6,564 +437	+7%	+$42.9K	0.55%	57
2023 Q2	$607K	Buy	6,127 +13	+0.2%	+$1.35K	0.53%	60
2023 Q1	$637K	Sell	6,114 -113	-2%	-$11.8K	0.6%	55
2022 Q4	$618K	Buy	+6,227	New	+$588K	0.7%	48

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

Northern Financial Advisors's SBUX Position: Q2 2026 in Review

Northern Financial Advisors increased its Starbucks (SBUX) stake by 9.5% in Q2 2026, buying an estimated $42.6K and bringing the position to 4,894 shares worth $500K. The position accounts for 0.33% of the portfolio, ranked #74.

Northern Financial Advisors first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $724K in Q4 2023. 2,393 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Northern Financial Advisors held 4,894 shares of Starbucks worth $500K as of Q2 2026.
Northern Financial Advisors bought 423 Starbucks shares in Q2 2026, an estimated $42.6K.
Starbucks made up 0.33% of Northern Financial Advisors's portfolio in Q2 2026, its #74 holding.
Northern Financial Advisors first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
Northern Financial Advisors's Starbucks position peaked at $724K in Q4 2023.
2,393 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.