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BIP Wealth’s Starbucks SBUX Stock Holding History

BIP 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 		$330K Buy
+3,228
New +$325K 0.01% 441
2026
Q1 		– Sell
-2,381
Closed -$201K – 478
2025
Q4 		$201K Sell
2,381
-260
-10% -$21.9K 0.01% 436
2025
Q3 		$223K Buy
2,641
+400
+18% +$35.8K 0.01% 282
2025
Q2 		$205K Sell
2,241
-519
-19% -$45K 0.01% 266
2025
Q1 		$271K Buy
2,760
+49
+2% +$5.07K 0.02% 222
2024
Q4 		$247K Buy
2,711
+549
+25% +$53.1K 0.02% 226
2024
Q3 		$211K Buy
+2,162
New +$185K 0.01% 228
2024
Q2 		– Sell
-2,877
Closed -$263K – 214
2024
Q1 		$263K Sell
2,877
-35
-1% -$3.25K 0.02% 176
2023
Q4 		$280K Buy
+2,912
New +$283K 0.02% 161
2023
Q3 		– Sell
-2,412
Closed -$239K – 198
2023
Q2 		$239K Sell
2,412
-155
-6% -$16.1K 0.02% 163
2023
Q1 		$267K Buy
+2,567
New +$267K 0.03% 152

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

BIP Wealth's SBUX Position: Q2 2026 in Review

BIP Wealth opened a new position in Starbucks (SBUX) in Q2 2026: 3,228 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: BIP Wealth previously reported a position in SBUX as recently as Q4 2025.

BIP Wealth first reported a position in SBUX in Q1 2023 and has held it in 11 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • BIP Wealth held 3,228 shares of Starbucks worth $330K as of Q2 2026.
  • Starbucks was a new BIP Wealth position in Q2 2026.
  • Starbucks made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #441 holding.
  • BIP Wealth first reported a position in Starbucks in Q1 2023 and has held it in 11 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.