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Visionary Wealth Advisors’s Starbucks SBUX Stock Holding History

Visionary 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 		$410K Sell
4,011
-224
-5% -$22.6K 0.02% 471
2026
Q1 		$379K Sell
4,235
-824
-16% -$77.9K 0.02% 465
2025
Q4 		$426K Sell
5,059
-20,568
-80% -$1.74M 0.02% 423
2025
Q3 		$2.17M Sell
25,627
-3,039
-11% -$272K 0.1% 190
2025
Q2 		$2.63M Buy
28,666
+22,562
+370% +$1.96M 0.13% 166
2025
Q1 		$599K Sell
6,104
-1,049
-15% -$108K 0.04% 319
2024
Q4 		$653K Sell
7,153
-98
-1% -$9.48K 0.04% 312
2024
Q3 		$707K Sell
7,251
-117
-2% -$10K 0.04% 298
2024
Q2 		$574K Buy
7,368
+1,824
+33% +$149K 0.04% 305
2024
Q1 		$507K Sell
5,544
-31
-0.6% -$2.88K 0.03% 319
2023
Q4 		$535K Buy
5,575
+143
+3% +$13.9K 0.04% 304
2023
Q3 		$496K Sell
5,432
-787
-13% -$77.2K 0.04% 303
2023
Q2 		$616K Sell
6,219
-733
-11% -$76.1K 0.05% 262
2023
Q1 		$724K Sell
6,952
-63,846
-90% -$6.65M 0.06% 233
2022
Q4 		$7.02M Buy
70,798
+3,720
+6% +$351K 0.65% 45
2022
Q3 		$5.65M Buy
67,078
+7,672
+13% +$652K 0.59% 44
2022
Q2 		$4.54M Buy
59,406
+9,260
+18% +$711K 0.41% 68
2022
Q1 		$4.56M Buy
50,146
+11,167
+29% +$1.05M 0.37% 77
2021
Q4 		$4.56M Buy
38,979
+2,366
+6% +$267K 0.37% 67
2021
Q3 		$4.04M Sell
36,613
-600
-2% -$70.3K 0.42% 64
2021
Q2 		$4.16M Buy
37,213
+863
+2% +$97.6K 0.42% 60
2021
Q1 		$3.97M Sell
36,350
-4,017
-10% -$422K 0.42% 66
2020
Q4 		$4.32M Buy
40,367
+524
+1% +$50K 0.48% 53
2020
Q3 		$3.42M Buy
39,843
+1,842
+5% +$147K 0.48% 54
2020
Q2 		$2.8M Buy
38,001
+3,839
+11% +$289K 0.43% 64
2020
Q1 		$2.25M Buy
34,162
+18,719
+121% +$1.51M 0.42% 73
2019
Q4 		$1.36M Buy
+15,443
New +$1.32M 0.24% 88

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

Visionary Wealth Advisors's SBUX Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Starbucks (SBUX) stake by 5.3% in Q2 2026, selling an estimated $22.6K and leaving 4,011 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #471.

Visionary Wealth Advisors first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.02M in Q4 2022. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Visionary Wealth Advisors held 4,011 shares of Starbucks worth $410K as of Q2 2026.
  • Visionary Wealth Advisors sold 224 Starbucks shares in Q2 2026, an estimated $22.6K.
  • Starbucks made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #471 holding.
  • Visionary Wealth Advisors first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Starbucks position peaked at $7.02M in Q4 2022.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.