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

SS&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	$219K	Buy	+2,144	New	+$216K	0.06%	128
2025 Q2	–	Sell	-2,144	Closed	-$210K	–	128
2025 Q1	$210K	Buy	+2,144	New	+$222K	0.08%	122
2024 Q4	–	Sell	-2,144	Closed	-$209K	–	125
2024 Q3	$209K	Buy	+2,144	New	+$184K	0.08%	125
2024 Q1	–	Sell	-2,144	Closed	-$206K	–	118
2023 Q4	$206K	Buy	+2,144	New	+$209K	0.09%	116
2023 Q1	$432K	Hold	4,144	–	–	0.2%	95
2022 Q4	$411K	Hold	4,144	–	–	0.2%	94
2022 Q3	$349K	Hold	4,144	–	–	0.18%	97
2022 Q2	$317K	Sell	4,144 -132	-3%	-$10.1K	0.15%	105
2022 Q1	$389K	Buy	+4,276	New	+$404K	0.15%	105

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

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

SS&H Financial Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 2,144 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in SBUX as recently as Q1 2025.

SS&H Financial Advisors first reported a position in SBUX in Q1 2022 and has held it in 9 quarters since. The position peaked at $432K in Q1 2023. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

SS&H Financial Advisors held 2,144 shares of Starbucks worth $219K as of Q2 2026.
Starbucks was a new SS&H Financial Advisors position in Q2 2026.
Starbucks made up 0.06% of SS&H Financial Advisors's portfolio in Q2 2026, its #128 holding.
SS&H Financial Advisors first reported a position in Starbucks in Q1 2022 and has held it in 9 quarters since.
SS&H Financial Advisors's Starbucks position peaked at $432K in Q1 2023.
2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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