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Bradley & Co Private Wealth Management’s Starbucks SBUX Stock Holding History

Bradley & Co 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 		$759K Hold
7,432
– – 0.36% 28
2026
Q1 		$666K Hold
7,432
– – 0.35% 28
2025
Q4 		$626K Sell
7,432
-427
-5% -$36K 0.33% 26
2025
Q3 		$665K Hold
7,859
– – 0.37% 23
2025
Q2 		$720K Hold
7,859
– – 0.44% 22
2025
Q1 		$771K Sell
7,859
-402
-5% -$41.6K 0.53% 21
2024
Q4 		$754K Buy
+8,261
New +$799K 0.47% 20
2024
Q2 		$703K Sell
9,035
-1,337
-13% -$109K 0.52% 22
2024
Q1 		$948K Sell
10,372
-4,758
-31% -$443K 0.77% 19
2023
Q4 		$1.45M Sell
15,130
-1,241
-8% -$121K 1.34% 15
2023
Q3 		$1.49M Sell
16,371
-395
-2% -$38.8K 1.56% 15
2023
Q2 		$1.66M Hold
16,766
– – 1.64% 15
2023
Q1 		$1.75M Sell
16,766
-52,698
-76% -$5.48M 1.91% 14
2022
Q4 		$6.89M Buy
69,464
+1,184
+2% +$112K 8.39% 3
2022
Q3 		$5.75M Sell
68,280
-392
-0.6% -$33.3K 6.86% 5
2022
Q2 		$5.25M Buy
68,672
+1,521
+2% +$117K 5.78% 6
2022
Q1 		$6.11M Buy
67,151
+10,707
+19% +$1.01M 5.25% 8
2021
Q4 		$6.6M Buy
56,444
+2,805
+5% +$316K 5.29% 6
2021
Q3 		$5.92M Sell
53,639
-53
-0.1% -$6.21K 5.1% 9
2021
Q2 		$6M Buy
53,692
+595
+1% +$67.3K 5.24% 6
2021
Q1 		$5.8M Buy
+53,097
New +$5.57M 5.35% 7

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

Bradley & Co Private Wealth Management's SBUX Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 7,432 shares worth $759K. The position accounts for 0.36% of the portfolio, ranked #28.

Bradley & Co Private Wealth Management first reported a position in SBUX in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.89M in Q4 2022. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Bradley & Co Private Wealth Management held 7,432 shares of Starbucks worth $759K as of Q2 2026.
  • Bradley & Co Private Wealth Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.36% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Bradley & Co Private Wealth Management first reported a position in Starbucks in Q1 2021 and has held it in 21 quarters since.
  • Bradley & Co Private Wealth Management's Starbucks position peaked at $6.89M in Q4 2022.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.