Westover Capital Advisors’s Starbucks SBUX Stock Holding History

Westover 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	$241K	Hold	2,363	–	–	0.04%	217
2026 Q1	$212K	Buy	+2,363	New	+$224K	0.04%	229
2025 Q3	–	Sell	-2,363	Closed	-$217K	–	235
2025 Q2	$217K	Hold	2,363	–	–	0.04%	216
2025 Q1	$232K	Hold	2,363	–	–	0.05%	216
2024 Q4	$216K	Sell	2,363 -37	-2%	-$3.58K	0.05%	223
2024 Q3	$234K	Buy	+2,400	New	+$206K	0.05%	222
2024 Q1	–	Sell	-2,699	Closed	-$259K	–	198
2023 Q4	$259K	Buy	2,699 +5	+0.2%	+$487	0.08%	152
2023 Q3	$246K	Hold	2,694	–	–	0.09%	157
2023 Q2	$267K	Buy	+2,694	New	+$280K	0.09%	149

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Westover Capital Advisors held its Starbucks (SBUX) position steady in Q2 2026 at 2,363 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #217.

Westover Capital Advisors first reported a position in SBUX in Q2 2023 and has held it in 9 quarters since. The position peaked at $267K in Q2 2023. 2,393 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Westover Capital Advisors held 2,363 shares of Starbucks worth $241K as of Q2 2026.
Westover Capital Advisors left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.04% of Westover Capital Advisors's portfolio in Q2 2026, its #217 holding.
Westover Capital Advisors first reported a position in Starbucks in Q2 2023 and has held it in 9 quarters since.
Westover Capital Advisors's Starbucks position peaked at $267K in Q2 2023.
2,393 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.