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Balboa Wealth Partners’s Starbucks SBUX Stock Holding History

Balboa Wealth Partners’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 		$268K Buy
2,623
+79
+3% +$7.96K 0.04% 367
2026
Q1 		$228K Buy
2,544
+28
+1% +$2.65K 0.04% 375
2025
Q4 		$212K Sell
2,516
-150
-6% -$12.7K 0.04% 371
2025
Q3 		$226K Sell
2,666
-570
-18% -$51K 0.04% 332
2025
Q2 		$297K Buy
3,236
+255
+9% +$22.1K 0.06% 249
2025
Q1 		$292K Sell
2,981
-406
-12% -$42K 0.07% 203
2024
Q4 		$309K Sell
3,387
-463
-12% -$44.8K 0.07% 204
2024
Q3 		$375K Sell
3,850
-232
-6% -$19.9K 0.09% 167
2024
Q2 		$318K Buy
4,082
+1,376
+51% +$112K 0.08% 182
2024
Q1 		$247K Sell
2,706
-138
-5% -$12.8K 0.07% 194
2023
Q4 		$273K Buy
2,844
+523
+23% +$50.9K 0.09% 174
2023
Q3 		$212K Sell
2,321
-75
-3% -$7.36K 0.08% 200
2023
Q2 		$237K Sell
2,396
-316
-12% -$32.8K 0.08% 201
2023
Q1 		$282K Sell
2,712
-588
-18% -$61.2K 0.11% 167
2022
Q4 		$327K Sell
3,300
-229
-6% -$21.6K 0.15% 144
2022
Q3 		$297K Buy
+3,529
New +$300K 0.13% 139

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

Balboa Wealth Partners's SBUX Position: Q2 2026 in Review

Balboa Wealth Partners increased its Starbucks (SBUX) stake by 3.1% in Q2 2026, buying an estimated $7.96K and bringing the position to 2,623 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #367.

Balboa Wealth Partners first reported a position in SBUX in Q3 2022 and has held it in 16 quarters since. The position peaked at $375K in Q3 2024. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Balboa Wealth Partners held 2,623 shares of Starbucks worth $268K as of Q2 2026.
  • Balboa Wealth Partners bought 79 Starbucks shares in Q2 2026, an estimated $7.96K.
  • Starbucks made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #367 holding.
  • Balboa Wealth Partners first reported a position in Starbucks in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Starbucks position peaked at $375K in Q3 2024.
  • 2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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