CCG Wealth Management’s Starbucks SBUX Stock Holding History

CCG 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	$452K	Sell	4,419 -26	-0.6%	-$2.62K	0.1%	100
2026 Q1	$398K	Buy	+4,445	New	+$420K	0.11%	96

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCG Wealth Management's SBUX Position: Q2 2026 in Review

CCG Wealth Management reduced its Starbucks (SBUX) stake by 0.58% in Q2 2026, selling an estimated $2.62K and leaving 4,419 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #100.

CCG Wealth Management first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

CCG Wealth Management held 4,419 shares of Starbucks worth $452K as of Q2 2026.
CCG Wealth Management sold 26 Starbucks shares in Q2 2026, an estimated $2.62K.
Starbucks made up 0.1% of CCG Wealth Management's portfolio in Q2 2026, its #100 holding.
CCG Wealth Management first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.