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Burling Wealth Partners’s Starbucks SBUX Stock Holding History

Burling Wealth Partners’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 		$470K Sell
4,599
-1,100
-19% -$111K 0.07% 132
2026
Q1 		$511K Sell
5,699
-1,254
-18% -$119K 0.08% 126
2025
Q4 		$586K Buy
6,953
+1,003
+17% +$84.6K 0.09% 125
2025
Q3 		$503K Sell
5,950
-720
-11% -$64.4K 0.08% 124
2025
Q2 		$611K Sell
6,670
-560
-8% -$48.5K 0.11% 117
2025
Q1 		$709K Sell
7,230
-1,000
-12% -$103K 0.15% 105
2024
Q4 		$751K Buy
+8,230
New +$796K 0.15% 106

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

Burling Wealth Partners's SBUX Position: Q2 2026 in Review

Burling Wealth Partners reduced its Starbucks (SBUX) stake by 19% in Q2 2026, selling an estimated $111K and leaving 4,599 shares worth $470K. The position accounts for 0.07% of the portfolio, ranked #132.

Burling Wealth Partners first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $751K in Q4 2024. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Burling Wealth Partners held 4,599 shares of Starbucks worth $470K as of Q2 2026.
  • Burling Wealth Partners sold 1,100 Starbucks shares in Q2 2026, an estimated $111K.
  • Starbucks made up 0.07% of Burling Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Burling Wealth Partners first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Starbucks position peaked at $751K in Q4 2024.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.