AWM
SBUX icon

AE Wealth Management’s Starbucks SBUX Stock Holding History

AE 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
2018
Q2 		– Sell
-500
Closed -$3K – 497
2018
Q1 		$3K Buy
+500
New +$28.9K ﹤0.01% 444

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

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

AE Wealth Management increased its Starbucks (SBUX) stake by 23% in Q2 2026, buying an estimated $1.45M and bringing the position to 76,218 shares worth $7.79M. The position accounts for 0.04% of the portfolio, ranked #342.

AE Wealth Management first reported a position in SBUX in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.2M in Q4 2022. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • AE Wealth Management held 76,218 shares of Starbucks worth $7.79M as of Q2 2026.
  • AE Wealth Management bought 14,446 Starbucks shares in Q2 2026, an estimated $1.45M.
  • Starbucks made up 0.04% of AE Wealth Management's portfolio in Q2 2026, its #342 holding.
  • AE Wealth Management first reported a position in Starbucks in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's Starbucks position peaked at $10.2M in Q4 2022.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.