Summit Financial Wealth Advisors’s Starbucks SBUX Stock Holding History

Summit Financial Wealth 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	$221K	Buy	+2,166	New	+$218K	0.03%	205
2017 Q3	–	Sell	-4,650	Closed	-$271K	–	150
2017 Q2	$271K	Buy	4,650 +150	+3%	+$9.07K	0.11%	122
2017 Q1	$263K	Buy	4,500 +188	+4%	+$10.6K	0.11%	119
2016 Q4	$239K	Buy	4,312 +33	+0.8%	+$1.83K	0.11%	125
2016 Q3	$232K	Buy	4,279 +313	+8%	+$17.5K	0.1%	129
2016 Q2	$227K	Hold	3,966	–	–	0.09%	129
2016 Q1	$237K	Buy	+3,966	New	+$231K	0.1%	118
2015 Q4	–	Sell	-1,258	Closed	-$71K	–	199
2015 Q3	$71K	Buy	1,258 +1,000	+388%	+$56K	0.05%	109
2015 Q2	$13K	Sell	258 -258	-50%	-$13.1K	0.01%	221
2015 Q1	$13K	Buy	+516	New	+$23.2K	0.01%	190

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

Summit Financial Wealth Advisors's SBUX Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 2,166 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in SBUX as recently as Q2 2017.

Summit Financial Wealth Advisors first reported a position in SBUX in Q1 2015 and has held it in 10 quarters since. The position peaked at $271K in Q2 2017. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Summit Financial Wealth Advisors held 2,166 shares of Starbucks worth $221K as of Q2 2026.
Starbucks was a new Summit Financial Wealth Advisors position in Q2 2026.
Starbucks made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #205 holding.
Summit Financial Wealth Advisors first reported a position in Starbucks in Q1 2015 and has held it in 10 quarters since.
Summit Financial Wealth Advisors's Starbucks position peaked at $271K in Q2 2017.
2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.