Perryman Financial Advisory’s Starbucks SBUX Stock Holding History

Perryman Financial Advisory’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	$6.58M	Buy	64,359 +2,849	+5%	+$287K	0.88%	35
2026 Q1	$5.51M	Buy	61,510 +816	+1%	+$77.2K	0.83%	38
2025 Q4	$5.11M	Buy	+60,694	New	+$5.12M	0.75%	37

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 $3.38T AUM 44.17% 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

Perryman Financial Advisory's SBUX Position: Q2 2026 in Review

Perryman Financial Advisory increased its Starbucks (SBUX) stake by 4.6% in Q2 2026, buying an estimated $287K and bringing the position to 64,359 shares worth $6.58M. The position accounts for 0.88% of the portfolio, ranked #35.

Perryman Financial Advisory first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Perryman Financial Advisory held 64,359 shares of Starbucks worth $6.58M as of Q2 2026.
Perryman Financial Advisory bought 2,849 Starbucks shares in Q2 2026, an estimated $287K.
Starbucks made up 0.88% of Perryman Financial Advisory's portfolio in Q2 2026, its #35 holding.
Perryman Financial Advisory first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.