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Brady Family Wealth’s Starbucks SBUX Stock Holding History

Brady Family 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 		$3.24M Sell
31,677
-1,934
-6% -$195K 0.93% 36
2026
Q1 		$3.01M Sell
33,611
-6,306
-16% -$597K 0.94% 38
2025
Q4 		$3.36M Sell
39,917
-4,436
-10% -$374K 1.04% 37
2025
Q3 		$3.75M Sell
44,353
-2,311
-5% -$207K 1.16% 33
2025
Q2 		$4.28M Sell
46,664
-1,692
-3% -$147K 1.32% 31
2025
Q1 		$4.74M Sell
48,356
-752
-2% -$77.7K 1.52% 24
2024
Q4 		$4.48M Sell
49,108
-1,546
-3% -$150K 1.37% 25
2024
Q3 		$4.94M Sell
50,654
-2,037
-4% -$175K 1.48% 24
2024
Q2 		$4.1M Sell
52,691
-2,523
-5% -$205K 1.32% 27
2024
Q1 		$5.05M Buy
55,214
+4,506
+9% +$419K 1.64% 23
2023
Q4 		$4.87M Sell
50,708
-689
-1% -$67.1K 1.67% 20
2023
Q3 		$4.69M Sell
51,397
-175
-0.3% -$17.2K 1.81% 15
2023
Q2 		$5.11M Buy
51,572
+1,757
+4% +$182K 1.9% 11
2023
Q1 		$5.19M Sell
49,815
-628
-1% -$65.4K 2.05% 11
2022
Q4 		$5M Buy
+50,443
New +$4.76M 2.07% 10

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

Brady Family Wealth's SBUX Position: Q2 2026 in Review

Brady Family Wealth reduced its Starbucks (SBUX) stake by 5.8% in Q2 2026, selling an estimated $195K and leaving 31,677 shares worth $3.24M. The position accounts for 0.93% of the portfolio, ranked #36.

Brady Family Wealth first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.19M in Q1 2023. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Brady Family Wealth held 31,677 shares of Starbucks worth $3.24M as of Q2 2026.
  • Brady Family Wealth sold 1,934 Starbucks shares in Q2 2026, an estimated $195K.
  • Starbucks made up 0.93% of Brady Family Wealth's portfolio in Q2 2026, its #36 holding.
  • Brady Family Wealth first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Starbucks position peaked at $5.19M in Q1 2023.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.