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Bay Harbor Wealth Management’s Starbucks SBUX Stock Holding History

Bay Harbor 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 		$13.3K Buy
130
+29
+29% +$2.92K ﹤0.01% 235
2026
Q1 		$9.05K Buy
101
+29
+40% +$2.74K ﹤0.01% 237
2025
Q4 		$6.06K Buy
72
+26
+57% +$2.19K ﹤0.01% 251
2025
Q3 		$3.89K Buy
46
+10
+28% +$895 ﹤0.01% 238
2025
Q2 		$3.3K Buy
36
+25
+227% +$2.17K ﹤0.01% 215
2025
Q1 		$1.08K Buy
+11
New +$1.14K ﹤0.01% 284

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

Bay Harbor Wealth Management's SBUX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Starbucks (SBUX) stake by 29% in Q2 2026, buying an estimated $2.92K and bringing the position to 130 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Bay Harbor Wealth Management first reported a position in SBUX in Q1 2025 and has held it in 6 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Bay Harbor Wealth Management held 130 shares of Starbucks worth $13.3K as of Q2 2026.
  • Bay Harbor Wealth Management bought 29 Starbucks shares in Q2 2026, an estimated $2.92K.
  • Starbucks made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Bay Harbor Wealth Management first reported a position in Starbucks in Q1 2025 and has held it in 6 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.