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Buck Wealth Strategies’s Starbucks SBUX Stock Holding History

Buck Wealth Strategies’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 		$147K Buy
+1,439
New +$145K 0.02% 229
2023
Q4 		– Sell
-1,051
Closed -$96K – 288
2023
Q3 		$96K Buy
1,051
+5
+0.5% +$491 0.04% 75
2023
Q2 		$104K Sell
1,046
-175
-14% -$18.2K 0.05% 51
2023
Q1 		$127K Buy
+1,221
New +$127K 0.06% 42

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

Buck Wealth Strategies's SBUX Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Starbucks (SBUX) in Q2 2026: 1,439 shares worth $147K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SBUX as recently as Q3 2023.

Buck Wealth Strategies first reported a position in SBUX in Q1 2023 and has held it in 4 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Buck Wealth Strategies held 1,439 shares of Starbucks worth $147K as of Q2 2026.
  • Starbucks was a new Buck Wealth Strategies position in Q2 2026.
  • Starbucks made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #229 holding.
  • Buck Wealth Strategies first reported a position in Starbucks in Q1 2023 and has held it in 4 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.