Sierra Summit Advisors’s Starbucks SBUX Stock Holding History

Sierra Summit 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	$1.63M	Buy	+15,992	New	+$1.61M	0.18%	79
2025 Q4	–	Sell	-25,758	Closed	-$2.18M	–	214
2025 Q3	$2.18M	Buy	25,758 +14,989	+139%	+$1.34M	0.33%	53
2025 Q2	$987K	Buy	10,769 +221	+2%	+$19.2K	0.18%	81
2025 Q1	$1.03M	Buy	10,548 +648	+7%	+$67K	0.22%	69
2024 Q4	$903K	Buy	+9,900	New	+$958K	0.18%	72

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sierra Summit Advisors's SBUX Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 15,992 shares worth $1.63M. The stake represents 0.18% of the portfolio and ranks #79 among its holdings. This is a return to the name: Sierra Summit Advisors previously reported a position in SBUX as recently as Q3 2025.

Sierra Summit Advisors first reported a position in SBUX in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.18M in Q3 2025. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Sierra Summit Advisors held 15,992 shares of Starbucks worth $1.63M as of Q2 2026.
Starbucks was a new Sierra Summit Advisors position in Q2 2026.
Starbucks made up 0.18% of Sierra Summit Advisors's portfolio in Q2 2026, its #79 holding.
Sierra Summit Advisors first reported a position in Starbucks in Q4 2024 and has held it in 5 quarters since.
Sierra Summit Advisors's Starbucks position peaked at $2.18M in Q3 2025.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.