XF
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XML Financial’s Starbucks SBUX Stock Holding History

XML Financial’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 		$379K Buy
3,712
+12
+0.3% +$1.21K 0.03% 323
2026
Q1 		$331K Sell
3,700
-294
-7% -$27.8K 0.03% 327
2025
Q4 		$336K Sell
3,994
-219
-5% -$18.5K 0.03% 317
2025
Q3 		$356K Sell
4,213
-85
-2% -$7.61K 0.03% 289
2025
Q2 		$394K Sell
4,298
-443
-9% -$38.4K 0.03% 271
2025
Q1 		$465K Sell
4,741
-284
-6% -$29.4K 0.04% 233
2024
Q4 		$459K Sell
5,025
-1,807
-26% -$175K 0.04% 238
2024
Q3 		$666K Sell
6,832
-609
-8% -$52.2K 0.06% 201
2024
Q2 		$579K Sell
7,441
-267
-3% -$21.7K 0.06% 205
2024
Q1 		$704K Buy
7,708
+91
+1% +$8.46K 0.07% 195
2023
Q4 		$731K Buy
7,617
+304
+4% +$29.6K 0.08% 182
2023
Q3 		$667K Sell
7,313
-759
-9% -$74.5K 0.08% 182
2023
Q2 		$800K Buy
8,072
+1,486
+23% +$154K 0.09% 176
2023
Q1 		$686K Buy
6,586
+19
+0.3% +$1.98K 0.08% 185
2022
Q4 		$651K Buy
6,567
+29
+0.4% +$2.74K 0.08% 187
2022
Q3 		$551K Buy
6,538
+367
+6% +$31.2K 0.08% 192
2022
Q2 		$471K Sell
6,171
-402
-6% -$30.9K 0.11% 140
2022
Q1 		$598K Buy
6,573
+91
+1% +$8.59K 0.07% 190
2021
Q4 		$758K Sell
6,482
-9
-0.1% -$1.01K 0.09% 172
2021
Q3 		$716K Buy
6,491
+641
+11% +$75.1K 0.1% 168
2021
Q2 		$654K Buy
5,850
+638
+12% +$72.1K 0.14% 120
2021
Q1 		$570K Buy
5,212
+127
+2% +$13.3K 0.14% 124
2020
Q4 		$544K Buy
5,085
+88
+2% +$8.4K 0.14% 123
2020
Q3 		$429K Buy
4,997
+187
+4% +$14.9K 0.13% 119
2020
Q2 		$354K Buy
4,810
+169
+4% +$12.7K 0.12% 130
2020
Q1 		$305K Sell
4,641
-513
-10% -$41.5K 0.13% 119
2019
Q4 		$453K Buy
+5,154
New +$439K 0.16% 104

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

XML Financial's SBUX Position: Q2 2026 in Review

XML Financial increased its Starbucks (SBUX) stake by 0.32% in Q2 2026, buying an estimated $1.21K and bringing the position to 3,712 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #323.

XML Financial first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. The position peaked at $800K in Q2 2023. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • XML Financial held 3,712 shares of Starbucks worth $379K as of Q2 2026.
  • XML Financial bought 12 Starbucks shares in Q2 2026, an estimated $1.21K.
  • Starbucks made up 0.03% of XML Financial's portfolio in Q2 2026, its #323 holding.
  • XML Financial first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Starbucks position peaked at $800K in Q2 2023.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.