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Beverly Hills Private Wealth’s Starbucks SBUX Stock Holding History

Beverly Hills Private Wealth’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 		$357K Sell
3,494
-16,664
-83% -$1.68M 0.07% 178
2026
Q1 		$1.81M Buy
20,158
+10,760
+114% +$1.02M 0.3% 91
2025
Q4 		$791K Sell
9,398
-9,830
-51% -$829K 0.14% 139
2025
Q3 		$1.63M Sell
19,228
-6,044
-24% -$541K 0.29% 96
2025
Q2 		$2.32M Sell
25,272
-1,287
-5% -$112K 0.43% 62
2025
Q1 		$2.61M Sell
26,559
-16
-0.1% -$1.65K 0.52% 51
2024
Q4 		$2.43M Sell
26,575
-2,453
-8% -$237K 0.49% 54
2024
Q3 		$2.83M Sell
29,028
-6,115
-17% -$525K 0.57% 40
2024
Q2 		$2.74M Sell
35,143
-1,319
-4% -$107K 0.59% 39
2024
Q1 		$3.33M Buy
36,462
+8,038
+28% +$748K 0.77% 28
2023
Q4 		$2.73M Sell
28,424
-1,673
-6% -$163K 0.71% 30
2023
Q3 		$2.75M Sell
30,097
-28,465
-49% -$2.79M 0.82% 29
2023
Q2 		$5.9M Buy
58,562
+28,155
+93% +$2.92M 0.97% 23
2023
Q1 		$3.17M Buy
30,407
+4,226
+16% +$440K 0.98% 23
2022
Q4 		$2.6M Buy
+26,181
New +$2.47M 1.13% 21

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's SBUX Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Starbucks (SBUX) stake by 83% in Q2 2026, selling an estimated $1.68M and leaving 3,494 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #178.

Beverly Hills Private Wealth first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.9M in Q2 2023. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Beverly Hills Private Wealth held 3,494 shares of Starbucks worth $357K as of Q2 2026.
  • Beverly Hills Private Wealth sold 16,664 Starbucks shares in Q2 2026, an estimated $1.68M.
  • Starbucks made up 0.07% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #178 holding.
  • Beverly Hills Private Wealth first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Starbucks position peaked at $5.9M in Q2 2023.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.