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Symphony Financial’s Starbucks SBUX Stock Holding History

Symphony Financial’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 		$350K Buy
+3,413
New +$344K 0.04% 243
2024
Q4 		– Sell
-2,299
Closed -$224K – 244
2024
Q3 		$224K Sell
2,299
-340
-13% -$29.2K 0.04% 204
2024
Q2 		$209K Sell
2,639
-1,758
-40% -$143K 0.04% 200
2024
Q1 		$402K Buy
4,397
+182
+4% +$16.9K 0.09% 128
2023
Q4 		$391K Buy
4,215
+354
+9% +$34.5K 0.08% 143
2023
Q3 		$352K Buy
3,861
+290
+8% +$28.5K 0.09% 119
2023
Q2 		$352K Sell
3,571
-542
-13% -$56.3K 0.09% 143
2023
Q1 		$417K Sell
4,113
-220
-5% -$22.9K 0.11% 154
2022
Q4 		$453K Buy
4,333
+161
+4% +$15.2K 0.12% 147
2022
Q3 		$361K Buy
4,172
+724
+21% +$61.5K 0.12% 155
2022
Q2 		$264K Sell
3,448
-1,952
-36% -$150K 0.08% 163
2022
Q1 		$449K Buy
5,400
+2,138
+66% +$202K 0.11% 138
2021
Q4 		$381K Buy
3,262
+792
+32% +$89.3K 0.11% 127
2021
Q3 		$277K Sell
2,470
-884
-26% -$104K 0.1% 145
2021
Q2 		$374K Sell
3,354
-2,254
-40% -$255K 0.13% 122
2021
Q1 		$635K Buy
5,608
+2,112
+60% +$222K 0.17% 93
2020
Q4 		$360K Buy
3,496
+5
+0.1% +$477 0.13% 111
2020
Q3 		$300K Buy
3,491
+354
+11% +$28.2K 0.12% 104
2020
Q2 		$231K Buy
+3,137
New +$236K 0.11% 124

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 $3.38T AUM 44.17% 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

Symphony Financial's SBUX Position: Q2 2026 in Review

Symphony Financial opened a new position in Starbucks (SBUX) in Q2 2026: 3,413 shares worth $350K. The stake represents 0.04% of the portfolio and ranks #243 among its holdings. This is a return to the name: Symphony Financial previously reported a position in SBUX as recently as Q3 2024.

Symphony Financial first reported a position in SBUX in Q2 2020 and has held it in 19 quarters since. The position peaked at $635K in Q1 2021. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Symphony Financial held 3,413 shares of Starbucks worth $350K as of Q2 2026.
  • Starbucks was a new Symphony Financial position in Q2 2026.
  • Starbucks made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #243 holding.
  • Symphony Financial first reported a position in Starbucks in Q2 2020 and has held it in 19 quarters since.
  • Symphony Financial's Starbucks position peaked at $635K in Q1 2021.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.