SHFA
SBUX icon

SC&H Financial Advisors’s Starbucks SBUX Stock Holding History

SC&H Financial 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 		$285K Hold
2,787
– – 0.04% 132
2026
Q1 		$250K Hold
2,787
– – 0.04% 136
2025
Q4 		$235K Buy
2,787
+400
+17% +$33.7K 0.04% 145
2025
Q3 		$202K Sell
2,387
-330
-12% -$29.5K 0.03% 146
2025
Q2 		$249K Sell
2,717
-182
-6% -$15.8K 0.04% 133
2025
Q1 		$284K Hold
2,899
– – 0.06% 119
2024
Q4 		$265K Buy
2,899
+17
+0.6% +$1.65K 0.05% 122
2024
Q3 		$281K Sell
2,882
-244
-8% -$20.9K 0.06% 124
2024
Q2 		$243K Sell
3,126
-21
-0.7% -$1.71K 0.06% 129
2024
Q1 		$288K Buy
3,147
+6
+0.2% +$558 0.07% 119
2023
Q4 		$302K Buy
3,141
+5
+0.2% +$487 0.09% 110
2023
Q3 		$286K Buy
3,136
+6
+0.2% +$589 0.1% 112
2023
Q2 		$310K Buy
3,130
+5
+0.2% +$519 0.1% 111
2023
Q1 		$325K Buy
3,125
+33
+1% +$3.44K 0.12% 106
2022
Q4 		$307K Sell
3,092
-24
-0.8% -$2.27K 0.13% 109
2022
Q3 		$263K Buy
3,116
+6
+0.2% +$510 0.13% 110
2022
Q2 		$238K Buy
3,110
+411
+15% +$31.6K 0.11% 128
2022
Q1 		$246K Sell
2,699
-1,544
-36% -$146K 0.12% 134
2021
Q4 		$496K Buy
+4,243
New +$478K 0.27% 85

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

SC&H Financial Advisors's SBUX Position: Q2 2026 in Review

SC&H Financial Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 2,787 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #132.

SC&H Financial Advisors first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $496K in Q4 2021. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • SC&H Financial Advisors held 2,787 shares of Starbucks worth $285K as of Q2 2026.
  • SC&H Financial Advisors left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • SC&H Financial Advisors first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Starbucks position peaked at $496K in Q4 2021.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.