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Bernard Wealth Management’s Starbucks SBUX Stock Holding History

Bernard 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 		– Sell
-50
Closed -$4.48K – 358
2026
Q1 		$4.48K Hold
50
– – ﹤0.01% 255
2025
Q4 		$4.21K Hold
50
– – ﹤0.01% 251
2025
Q3 		$4.23K Hold
50
– – ﹤0.01% 243
2025
Q2 		$4.58K Sell
50
-21
-30% -$1.82K ﹤0.01% 237
2025
Q1 		$6.96K Buy
71
+21
+42% +$2.17K ﹤0.01% 240
2024
Q4 		$4.56K Buy
+50
New +$4.84K ﹤0.01% 239

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

Bernard Wealth Management's SBUX Position: Q2 2026 in Review

Bernard Wealth Management sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 50 shares — an estimated $4.48K sold.

Bernard Wealth Management first reported a position in SBUX in Q4 2024 and held it in 6 quarters. The position peaked at $6.96K in Q1 2025. 2,398 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Bernard Wealth Management reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 50 Starbucks shares in Q2 2026, an estimated $4.48K.
  • Bernard Wealth Management first reported a position in Starbucks in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Starbucks position peaked at $6.96K in Q1 2025.
  • 2,398 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.