SFA
SBUX icon

Souders Financial Advisors’s Starbucks SBUX Stock Holding History

Souders 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 		$1.19M Buy
11,657
+694
+6% +$69.9K 0.12% 91
2026
Q1 		$982K Buy
10,963
+2,416
+28% +$229K 0.11% 93
2025
Q4 		$720K Buy
8,547
+1,292
+18% +$109K 0.08% 112
2025
Q3 		$614K Buy
7,255
+1,555
+27% +$139K 0.07% 120
2025
Q2 		$522K Buy
5,700
+2,272
+66% +$197K 0.07% 130
2025
Q1 		$336K Buy
3,428
+473
+16% +$48.9K 0.05% 148
2024
Q4 		$270K Buy
2,955
+450
+18% +$43.5K 0.04% 156
2024
Q3 		$244K Buy
+2,505
New +$215K 0.03% 158
2024
Q2 		– Sell
-2,585
Closed -$236K – 173
2024
Q1 		$236K Sell
2,585
-79
-3% -$7.35K 0.04% 150
2023
Q4 		$256K Buy
+2,664
New +$259K 0.04% 147
2023
Q3 		– Sell
-7,163
Closed -$710K – 155
2023
Q2 		$710K Buy
7,163
+4,859
+211% +$504K 0.14% 101
2023
Q1 		$240K Buy
2,304
+135
+6% +$14.1K 0.05% 139
2022
Q4 		$215K Buy
+2,169
New +$205K 0.05% 144

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

Souders Financial Advisors's SBUX Position: Q2 2026 in Review

Souders Financial Advisors increased its Starbucks (SBUX) stake by 6.3% in Q2 2026, buying an estimated $69.9K and bringing the position to 11,657 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #91.

Souders Financial Advisors first reported a position in SBUX in Q4 2022 and has held it in 13 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Souders Financial Advisors held 11,657 shares of Starbucks worth $1.19M as of Q2 2026.
  • Souders Financial Advisors bought 694 Starbucks shares in Q2 2026, an estimated $69.9K.
  • Starbucks made up 0.12% of Souders Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • Souders Financial Advisors first reported a position in Starbucks in Q4 2022 and has held it in 13 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.