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Safeguard Investment Advisory Group’s Starbucks SBUX Stock Holding History

Safeguard Investment Advisory Group’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 		$212K Buy
+2,073
New +$209K 0.05% 165
2025
Q3 		– Sell
-2,273
Closed -$208K – 156
2025
Q2 		$208K Buy
+2,273
New +$197K 0.05% 130
2021
Q1 		– Sell
-899
Closed -$96K – 584
2020
Q4 		$96K Buy
+899
New +$85.8K 0.09% 122

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's SBUX Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Starbucks (SBUX) in Q2 2026: 2,073 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in SBUX as recently as Q2 2025.

Safeguard Investment Advisory Group first reported a position in SBUX in Q4 2020 and has held it in 3 quarters since. 2,405 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,073 shares of Starbucks worth $212K as of Q2 2026.
  • Starbucks was a new Safeguard Investment Advisory Group position in Q2 2026.
  • Starbucks made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #165 holding.
  • Safeguard Investment Advisory Group first reported a position in Starbucks in Q4 2020 and has held it in 3 quarters since.
  • 2,405 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.