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CDM Financial Counseling Services’s Starbucks SBUX Stock Holding History

CDM Financial Counseling Services’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 		$529K Buy
5,176
+117
+2% +$11.8K 0.46% 49
2026
Q1 		$453K Sell
5,059
-230
-4% -$21.8K 0.43% 56
2025
Q4 		$445K Buy
+5,289
New +$446K 0.42% 55

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

CDM Financial Counseling Services's SBUX Position: Q2 2026 in Review

CDM Financial Counseling Services increased its Starbucks (SBUX) stake by 2.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 5,176 shares worth $529K. The position accounts for 0.46% of the portfolio, ranked #49.

CDM Financial Counseling Services first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • CDM Financial Counseling Services held 5,176 shares of Starbucks worth $529K as of Q2 2026.
  • CDM Financial Counseling Services bought 117 Starbucks shares in Q2 2026, an estimated $11.8K.
  • Starbucks made up 0.46% of CDM Financial Counseling Services's portfolio in Q2 2026, its #49 holding.
  • CDM Financial Counseling Services first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.