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BCS Private Wealth Management’s Starbucks SBUX Stock Holding History

BCS Private 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 		$332K Sell
3,247
-800
-20% -$80.6K 0.1% 145
2026
Q1 		$363K Buy
4,047
+800
+25% +$75.7K 0.11% 137
2025
Q4 		$273K Hold
3,247
– – 0.09% 152
2025
Q3 		$275K Hold
3,247
– – 0.1% 140
2025
Q2 		$298K Buy
+3,247
New +$281K 0.11% 131

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

BCS Private Wealth Management's SBUX Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Starbucks (SBUX) stake by 20% in Q2 2026, selling an estimated $80.6K and leaving 3,247 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #145.

BCS Private Wealth Management first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. The position peaked at $363K in Q1 2026. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • BCS Private Wealth Management held 3,247 shares of Starbucks worth $332K as of Q2 2026.
  • BCS Private Wealth Management sold 800 Starbucks shares in Q2 2026, an estimated $80.6K.
  • Starbucks made up 0.1% of BCS Private Wealth Management's portfolio in Q2 2026, its #145 holding.
  • BCS Private Wealth Management first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Starbucks position peaked at $363K in Q1 2026.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.