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Trifecta Capital Advisors’s Starbucks SBUX Stock Holding History

Trifecta Capital 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 		$3.24M Buy
31,742
+170
+0.5% +$17.1K 0.42% 50
2026
Q1 		$2.83M Buy
31,572
+601
+2% +$56.9K 0.44% 48
2025
Q4 		$2.61M Sell
30,971
-916
-3% -$77.3K 0.39% 51
2025
Q3 		$2.7M Buy
31,887
+1,906
+6% +$171K 0.41% 52
2025
Q2 		$2.75M Buy
29,981
+396
+1% +$34.3K 0.46% 49
2025
Q1 		$2.9M Buy
29,585
+156
+0.5% +$16.1K 0.61% 44
2024
Q4 		$2.69M Buy
29,429
+290
+1% +$28.1K 0.53% 47
2024
Q3 		$2.84M Buy
29,139
+214
+0.7% +$18.4K 0.59% 48
2024
Q2 		$2.25M Buy
28,925
+1,099
+4% +$89.5K 0.5% 49
2024
Q1 		$2.54M Buy
27,826
+1,072
+4% +$99.7K 0.62% 47
2023
Q4 		$2.57M Sell
26,754
-803
-3% -$78.2K 0.71% 41
2023
Q3 		$2.52M Buy
27,557
+2,570
+10% +$252K 0.81% 36
2023
Q2 		$2.48M Buy
24,987
+1,105
+5% +$115K 0.8% 39
2023
Q1 		$2.49M Buy
23,882
+2,010
+9% +$209K 0.88% 36
2022
Q4 		$2.17M Buy
+21,872
New +$2.06M 0.86% 37

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

Trifecta Capital Advisors's SBUX Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Starbucks (SBUX) stake by 0.54% in Q2 2026, buying an estimated $17.1K and bringing the position to 31,742 shares worth $3.24M. The position accounts for 0.42% of the portfolio, ranked #50.

Trifecta Capital Advisors first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Trifecta Capital Advisors held 31,742 shares of Starbucks worth $3.24M as of Q2 2026.
  • Trifecta Capital Advisors bought 170 Starbucks shares in Q2 2026, an estimated $17.1K.
  • Starbucks made up 0.42% of Trifecta Capital Advisors's portfolio in Q2 2026, its #50 holding.
  • Trifecta Capital Advisors first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.