SIA
SBUX icon

Serenity Investment Advisors’s Starbucks SBUX Stock Holding History

Serenity 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 		$222K Sell
2,136
-48
-2% -$4.83K 0.09% 70
2026
Q1 		$225K Buy
+2,184
New +$207K 0.11% 66

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

Serenity Investment Advisors's SBUX Position: Q2 2026 in Review

Serenity Investment Advisors reduced its Starbucks (SBUX) stake by 2.2% in Q2 2026, selling an estimated $4.83K and leaving 2,136 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #70.

Serenity Investment Advisors first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. The position peaked at $225K in Q1 2026. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Serenity Investment Advisors held 2,136 shares of Starbucks worth $222K as of Q2 2026.
  • Serenity Investment Advisors sold 48 Starbucks shares in Q2 2026, an estimated $4.83K.
  • Starbucks made up 0.09% of Serenity Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Serenity Investment Advisors first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • Serenity Investment Advisors's Starbucks position peaked at $225K in Q1 2026.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.