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Pacific Excel Wealth Advisors’s Starbucks SBUX Stock Holding History

Pacific Excel 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 		$662K Buy
+6,474
New +$652K 0.26% 84

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

Pacific Excel Wealth Advisors's SBUX Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 6,474 shares worth $662K. The stake represents 0.26% of the portfolio and ranks #84 among its holdings.

2,385 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Pacific Excel Wealth Advisors held 6,474 shares of Starbucks worth $662K as of Q2 2026.
  • Starbucks was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Starbucks made up 0.26% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • 2,385 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.