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United Advisor Group’s Starbucks SBUX Stock Holding History

United Advisor Group’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 		$304K Buy
2,973
+185
+7% +$18.6K 0.03% 420
2026
Q1 		$250K Hold
2,788
– – 0.03% 440
2025
Q4 		$235K Sell
2,788
-2,323
-45% -$196K 0.03% 438
2025
Q3 		$432K Buy
5,111
+177
+4% +$15.8K 0.06% 288
2025
Q2 		$452K Sell
4,934
-322
-6% -$27.9K 0.08% 237
2025
Q1 		$516K Sell
5,256
-749
-12% -$77.4K 0.11% 185
2024
Q4 		$548K Sell
6,005
-4,393
-42% -$425K 0.11% 183
2024
Q3 		$1.01M Buy
10,398
+5,041
+94% +$432K 0.23% 102
2024
Q2 		$417K Buy
5,357
+634
+13% +$51.6K 0.13% 158
2024
Q1 		$432K Buy
+4,723
New +$439K 0.16% 131

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

United Advisor Group's SBUX Position: Q2 2026 in Review

United Advisor Group increased its Starbucks (SBUX) stake by 6.6% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,973 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #420.

United Advisor Group first reported a position in SBUX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q3 2024. 2,393 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • United Advisor Group held 2,973 shares of Starbucks worth $304K as of Q2 2026.
  • United Advisor Group bought 185 Starbucks shares in Q2 2026, an estimated $18.6K.
  • Starbucks made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #420 holding.
  • United Advisor Group first reported a position in Starbucks in Q1 2024 and has held it in 10 quarters since.
  • United Advisor Group's Starbucks position peaked at $1.01M in Q3 2024.
  • 2,393 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.