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55 North Private Wealth’s Starbucks SBUX Stock Holding History

55 North Private Wealth’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 		$342K Buy
3,345
+685
+26% +$69K 0.07% 151
2026
Q1 		$238K Buy
+2,660
New +$252K 0.06% 173

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

55 North Private Wealth's SBUX Position: Q2 2026 in Review

55 North Private Wealth increased its Starbucks (SBUX) stake by 26% in Q2 2026, buying an estimated $69K and bringing the position to 3,345 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #151.

55 North Private Wealth first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 2,377 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • 55 North Private Wealth held 3,345 shares of Starbucks worth $342K as of Q2 2026.
  • 55 North Private Wealth bought 685 Starbucks shares in Q2 2026, an estimated $69K.
  • Starbucks made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #151 holding.
  • 55 North Private Wealth first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • 2,377 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.