49 Wealth Management’s Starbucks SBUX Stock Holding History

49 Wealth Management’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	–	Sell	-5,240	Closed	-$469K	–	272
2026 Q1	$469K	Buy	5,240 +101	+2%	+$9.55K	0.04%	120
2025 Q4	$433K	Sell	5,139 -107	-2%	-$9.03K	0.04%	121
2025 Q3	$444K	Buy	5,246 +54	+1%	+$4.83K	0.04%	106
2025 Q2	$476K	Sell	5,192 -40	-0.8%	-$3.47K	0.05%	89
2025 Q1	$513K	Buy	5,232 +176	+3%	+$18.2K	0.06%	93
2024 Q4	$461K	Sell	5,056 -473	-9%	-$45.8K	0.07%	89
2024 Q3	$539K	Buy	5,529 +619	+13%	+$53.1K	0.09%	80
2024 Q2	$379K	Sell	4,910 -40	-0.8%	-$3.26K	0.07%	96
2024 Q1	$453K	Buy	+4,950	New	+$460K	0.1%	60

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

49 Wealth Management's SBUX Position: Q2 2026 in Review

49 Wealth Management sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 5,240 shares — an estimated $469K sold.

49 Wealth Management first reported a position in SBUX in Q1 2024 and held it in 9 quarters. The position peaked at $539K in Q3 2024. 2,391 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

49 Wealth Management reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 5,240 Starbucks shares in Q2 2026, an estimated $469K.
49 Wealth Management first reported a position in Starbucks in Q1 2024 and held it in 9 quarters.
49 Wealth Management's Starbucks position peaked at $539K in Q3 2024.
2,391 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.