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ORBA Wealth Advisors’s Starbucks SBUX Stock Holding History

ORBA 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 		$1.64M Buy
16,082
+12,070
+301% +$1.22M 1.41% 22
2026
Q1 		$359K Sell
4,012
-14,563
-78% -$1.38M 0.43% 54
2025
Q4 		$1.56M Buy
18,575
+14,376
+342% +$1.21M 1.36% 25
2025
Q3 		$355K Hold
4,199
– – 0.29% 60
2025
Q2 		$385K Buy
4,199
+1,844
+78% +$160K 0.35% 52
2025
Q1 		$231K Sell
2,355
-63
-3% -$6.51K 0.12% 97
2024
Q4 		$221K Sell
2,418
-549
-19% -$53.1K 0.12% 98
2024
Q3 		$289K Hold
2,967
– – 0.15% 92
2024
Q2 		$231K Sell
2,967
-118
-4% -$9.61K 0.12% 93
2024
Q1 		$282K Sell
3,085
-100
-3% -$9.3K 0.16% 83
2023
Q4 		$306K Buy
+3,185
New +$310K 0.18% 76

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

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

ORBA Wealth Advisors increased its Starbucks (SBUX) stake by 301% in Q2 2026, buying an estimated $1.22M and bringing the position to 16,082 shares worth $1.64M. The position accounts for 1.41% of the portfolio, ranked #22.

ORBA Wealth Advisors first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • ORBA Wealth Advisors held 16,082 shares of Starbucks worth $1.64M as of Q2 2026.
  • ORBA Wealth Advisors bought 12,070 Starbucks shares in Q2 2026, an estimated $1.22M.
  • Starbucks made up 1.41% of ORBA Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • ORBA Wealth Advisors first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.