CFP
SBUX icon

Catalyst Financial Partners’s Starbucks SBUX Stock Holding History

Catalyst Financial 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 		$617K Sell
6,033
-63
-1% -$6.34K 0.06% 179
2026
Q1 		$546K Buy
6,096
+267
+5% +$25.3K 0.06% 185
2025
Q4 		$491K Sell
5,829
-112
-2% -$9.45K 0.05% 179
2025
Q3 		$503K Buy
5,941
+91
+2% +$8.15K 0.06% 168
2025
Q2 		$536K Buy
5,850
+152
+3% +$13.2K 0.06% 158
2025
Q1 		$559K Buy
5,698
+406
+8% +$42K 0.1% 135
2024
Q4 		$483K Sell
5,292
-254
-5% -$24.6K 0.09% 139
2024
Q3 		$541K Sell
5,546
-222
-4% -$19K 0.11% 131
2024
Q2 		$449K Sell
5,768
-288
-5% -$23.5K 0.1% 136
2024
Q1 		$522K Sell
6,056
-1,142
-16% -$106K 0.13% 104
2023
Q4 		$691K Sell
7,198
-655
-8% -$63.8K 0.2% 71
2023
Q3 		$717K Buy
7,853
+118
+2% +$11.6K 0.23% 64
2023
Q2 		$766K Buy
7,735
+1,438
+23% +$149K 0.27% 57
2023
Q1 		$656K Buy
6,297
+3,523
+127% +$367K 0.28% 57
2022
Q4 		$275K Buy
+2,774
New +$262K 0.14% 119

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

Catalyst Financial Partners's SBUX Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Starbucks (SBUX) stake by 1% in Q2 2026, selling an estimated $6.34K and leaving 6,033 shares worth $617K. The position accounts for 0.06% of the portfolio, ranked #179.

Catalyst Financial Partners first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $766K in Q2 2023. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Catalyst Financial Partners held 6,033 shares of Starbucks worth $617K as of Q2 2026.
  • Catalyst Financial Partners sold 63 Starbucks shares in Q2 2026, an estimated $6.34K.
  • Starbucks made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #179 holding.
  • Catalyst Financial Partners first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Starbucks position peaked at $766K in Q2 2023.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.