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Birch Financial Group’s Starbucks SBUX Stock Holding History

Birch Financial Group’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 		$217K Sell
2,121
-1,481
-41% -$149K 0.11% 129
2026
Q1 		$323K Sell
3,602
-935
-21% -$88.4K 0.19% 95
2025
Q4 		$382K Buy
4,537
+324
+8% +$27.3K 0.22% 85
2025
Q3 		$356K Buy
4,213
+1,492
+55% +$134K 0.21% 84
2025
Q2 		$249K Buy
+2,721
New +$236K 0.2% 93

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

Birch Financial Group's SBUX Position: Q2 2026 in Review

Birch Financial Group reduced its Starbucks (SBUX) stake by 41% in Q2 2026, selling an estimated $149K and leaving 2,121 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #129.

Birch Financial Group first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. The position peaked at $382K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Birch Financial Group held 2,121 shares of Starbucks worth $217K as of Q2 2026.
  • Birch Financial Group sold 1,481 Starbucks shares in Q2 2026, an estimated $149K.
  • Starbucks made up 0.11% of Birch Financial Group's portfolio in Q2 2026, its #129 holding.
  • Birch Financial Group first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • Birch Financial Group's Starbucks position peaked at $382K in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.