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Roehl & Yi Investment Advisors’s Starbucks SBUX Stock Holding History

Roehl & Yi Investment 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 		$1.19M Sell
14,079
-247
-2% -$24.9K 0.39% 52
2026
Q1 		$1.06M Buy
14,326
+749
+6% +$70.9K 0.4% 50
2025
Q4 		$937K Sell
13,577
-364
-3% -$30.7K 0.37% 56
2025
Q3 		$973K Buy
13,941
+14
+0.1% +$1.25K 0.42% 46
2025
Q2 		$1.05M Buy
13,927
+362
+3% +$31.4K 0.54% 37
2025
Q1 		$1.09M Buy
13,565
+361
+3% +$37.3K 0.59% 31
2024
Q4 		$982K Buy
+13,204
New +$1.28M 0.54% 38

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

Roehl & Yi Investment Advisors's SBUX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Starbucks (SBUX) stake by 1.7% in Q2 2026, selling an estimated $24.9K and leaving 14,079 shares worth $1.19M. The position accounts for 0.39% of the portfolio, ranked #52.

Roehl & Yi Investment Advisors first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,386 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Roehl & Yi Investment Advisors held 14,079 shares of Starbucks worth $1.19M as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 247 Starbucks shares in Q2 2026, an estimated $24.9K.
  • Starbucks made up 0.39% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Roehl & Yi Investment Advisors first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.