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Ball & Co Wealth Management’s Starbucks SBUX Stock Holding History

Ball & Co 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 		$236K Buy
2,312
+1,836
+386% +$185K 0.17% 26
2026
Q1 		$42K Buy
476
+3
+0.6% +$284 0.04% 41
2025
Q4 		$39K Buy
473
+4
+0.9% +$337 0.03% 42
2025
Q3 		$39K Buy
469
+3
+0.6% +$269 0.03% 50
2025
Q2 		$42K Buy
466
+23
+5% +$1.99K 0.04% 35
2025
Q1 		$43K Sell
443
-10
-2% -$1.03K 0.05% 33
2024
Q4 		$41K Buy
+453
New +$43.8K 0.03% 36

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

Ball & Co Wealth Management's SBUX Position: Q2 2026 in Review

Ball & Co Wealth Management increased its Starbucks (SBUX) stake by 386% in Q2 2026, buying an estimated $185K and bringing the position to 2,312 shares worth $236K. The position accounts for 0.17% of the portfolio, ranked #26.

Ball & Co Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Ball & Co Wealth Management held 2,312 shares of Starbucks worth $236K as of Q2 2026.
  • Ball & Co Wealth Management bought 1,836 Starbucks shares in Q2 2026, an estimated $185K.
  • Starbucks made up 0.17% of Ball & Co Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Ball & Co Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.