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Tred Avon Family Wealth’s Starbucks SBUX Stock Holding History

Tred Avon Family Wealth’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 		$285K Hold
2,793
– – 0.09% 235
2026
Q1 		$250K Sell
2,793
-73
-3% -$6.91K 0.08% 243
2025
Q4 		$241K Sell
2,866
-3,262
-53% -$275K 0.08% 234
2025
Q3 		$518K Buy
+6,128
New +$549K 0.18% 146

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

Tred Avon Family Wealth's SBUX Position: Q2 2026 in Review

Tred Avon Family Wealth held its Starbucks (SBUX) position steady in Q2 2026 at 2,793 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #235.

Tred Avon Family Wealth first reported a position in SBUX in Q3 2025 and has held it in 4 quarters since. The position peaked at $518K in Q3 2025. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Tred Avon Family Wealth held 2,793 shares of Starbucks worth $285K as of Q2 2026.
  • Tred Avon Family Wealth left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.09% of Tred Avon Family Wealth's portfolio in Q2 2026, its #235 holding.
  • Tred Avon Family Wealth first reported a position in Starbucks in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Starbucks position peaked at $518K in Q3 2025.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.