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Aspen Wealth Strategies’s Starbucks SBUX Stock Holding History

Aspen Wealth Strategies’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 		$720K Buy
7,050
+334
+5% +$33.6K 0.35% 39
2026
Q1 		$602K Sell
6,716
-236
-3% -$22.3K 0.32% 51
2025
Q4 		$585K Sell
6,952
-95
-1% -$8.01K 0.32% 49
2025
Q3 		$596K Buy
7,047
+53
+0.8% +$4.74K 0.33% 45
2025
Q2 		$641K Hold
6,994
– – 0.39% 40
2025
Q1 		$686K Sell
6,994
-159
-2% -$16.4K 0.45% 40
2024
Q4 		$653K Buy
7,153
+2,702
+61% +$261K 0.42% 37
2024
Q3 		$434K Buy
4,451
+191
+4% +$16.4K 0.28% 53
2024
Q2 		$320K Sell
4,260
-516
-11% -$42K 0.22% 55
2024
Q1 		$437K Sell
4,776
-429
-8% -$39.9K 0.3% 48
2023
Q4 		$500K Sell
5,205
-40
-0.8% -$3.89K 0.36% 43
2023
Q3 		$479K Sell
5,245
-35
-0.7% -$3.44K 0.37% 36
2023
Q2 		$523K Sell
5,280
-187
-3% -$19.4K 0.4% 38
2023
Q1 		$569K Sell
5,467
-47
-0.9% -$4.89K 0.44% 29
2022
Q4 		$547K Buy
+5,514
New +$520K 0.44% 30

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

Aspen Wealth Strategies's SBUX Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Starbucks (SBUX) stake by 5% in Q2 2026, buying an estimated $33.6K and bringing the position to 7,050 shares worth $720K. The position accounts for 0.35% of the portfolio, ranked #39.

Aspen Wealth Strategies first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. 2,391 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Aspen Wealth Strategies held 7,050 shares of Starbucks worth $720K as of Q2 2026.
  • Aspen Wealth Strategies bought 334 Starbucks shares in Q2 2026, an estimated $33.6K.
  • Starbucks made up 0.35% of Aspen Wealth Strategies's portfolio in Q2 2026, its #39 holding.
  • Aspen Wealth Strategies first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • 2,391 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.