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Phoenix Financial’s Starbucks SBUX Stock Holding History

Phoenix Financial’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 		$1.25M Buy
+12,245
New +$1.23M 0.01% 239
2026
Q1 		– Sell
-3,086
Closed -$260K – 527
2025
Q4 		$260K Buy
+3,086
New +$260K ﹤0.01% 406
2025
Q2 		– Sell
-7,140
Closed -$704K – 446
2025
Q1 		$704K Buy
+7,140
New +$738K 0.01% 236
2024
Q1 		– Sell
-24,707
Closed -$2.67M – 467
2023
Q4 		$2.67M Buy
24,707
+5,003
+25% +$487K 0.04% 171
2023
Q3 		$1.8M Sell
19,704
-732
-4% -$71.8K 0.03% 193
2023
Q2 		$2.02M Buy
20,436
+3,151
+18% +$327K 0.04% 161
2023
Q1 		$1.8M Buy
17,285
+4,334
+33% +$451K 0.04% 155
2022
Q4 		$1.29M Buy
12,951
+426
+3% +$40.2K 0.03% 164
2022
Q3 		$1.09M Sell
12,525
-963
-7% -$81.8K 0.02% 186
2022
Q2 		$1.03M Buy
13,488
+5,871
+77% +$451K 0.02% 219
2022
Q1 		$693K Buy
+7,617
New +$719K 0.01% 276
2021
Q2 		– Sell
-4,265
Closed -$470K – 396
2021
Q1 		$470K Sell
4,265
-30,435
-88% -$3.2M 0.01% 320
2020
Q4 		$3.67M Buy
34,700
+8,927
+35% +$852K 0.1% 157
2020
Q3 		$2.06M Sell
25,773
-2,436
-9% -$194K 0.09% 150
2020
Q2 		$1.96M Buy
28,209
+6,827
+32% +$513K 0.08% 163
2020
Q1 		$1.37M Buy
+21,382
New +$1.73M 0.07% 182

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

Phoenix Financial's SBUX Position: Q2 2026 in Review

Phoenix Financial opened a new position in Starbucks (SBUX) in Q2 2026: 12,245 shares worth $1.25M. The stake represents 0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in SBUX as recently as Q4 2025.

Phoenix Financial first reported a position in SBUX in Q1 2020 and has held it in 16 quarters since. The position peaked at $3.67M in Q4 2020. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Phoenix Financial held 12,245 shares of Starbucks worth $1.25M as of Q2 2026.
  • Starbucks was a new Phoenix Financial position in Q2 2026.
  • Starbucks made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #239 holding.
  • Phoenix Financial first reported a position in Starbucks in Q1 2020 and has held it in 16 quarters since.
  • Phoenix Financial's Starbucks position peaked at $3.67M in Q4 2020.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.