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CFM Wealth Partners’s Starbucks SBUX Stock Holding History

CFM 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 		$327K Sell
3,202
-982
-23% -$98.9K 0.04% 121
2026
Q1 		$375K Hold
4,184
– – 0.06% 117
2025
Q4 		$352K Sell
4,184
-5,146
-55% -$434K 0.05% 117
2025
Q3 		$789K Sell
9,330
-366
-4% -$32.8K 0.11% 84
2025
Q2 		$888K Sell
9,696
-1,693
-15% -$147K 0.14% 78
2025
Q1 		$1.12M Sell
11,389
-691
-6% -$71.4K 0.2% 75
2024
Q4 		$1.1M Sell
12,080
-483
-4% -$46.7K 0.19% 76
2024
Q3 		$1.22M Sell
12,563
-8,668
-41% -$744K 0.21% 71
2024
Q2 		$1.65M Sell
21,231
-3,798
-15% -$309K 0.3% 62
2024
Q1 		$2.29M Sell
25,029
-7,636
-23% -$710K 0.46% 54
2023
Q4 		$3.14M Sell
32,665
-568
-2% -$55.3K 0.71% 40
2023
Q3 		$3.03M Sell
33,233
-625
-2% -$61.3K 0.79% 36
2023
Q2 		$3.35M Sell
33,858
-348
-1% -$36.1K 0.81% 35
2023
Q1 		$3.56M Buy
34,206
+191
+0.6% +$19.9K 0.96% 27
2022
Q4 		$3.37M Sell
34,015
-389
-1% -$36.7K 1.01% 27
2022
Q3 		$2.9M Sell
34,404
-1,316
-4% -$112K 0.93% 26
2022
Q2 		$2.73M Sell
35,720
-1,535
-4% -$118K 0.82% 32
2022
Q1 		$3.39M Sell
37,255
-9,568
-20% -$903K 0.81% 31
2021
Q4 		$5.46M Sell
46,823
-406
-0.9% -$45.8K 1.22% 20
2021
Q3 		$5.21M Buy
47,229
+894
+2% +$105K 1.31% 18
2021
Q2 		$5.18M Buy
46,335
+1
+0% +$113 1.38% 17
2021
Q1 		$5.06M Buy
46,334
+139
+0.3% +$14.6K 1.53% 14
2020
Q4 		$4.94M Buy
46,195
+1,854
+4% +$177K 1.58% 13
2020
Q3 		$3.81M Buy
44,341
+2,172
+5% +$173K 1.39% 16
2020
Q2 		$3.1M Buy
42,169
+132
+0.3% +$9.92K 1.18% 19
2020
Q1 		$2.76M Sell
42,037
-103
-0.2% -$8.33K 1.28% 18
2019
Q4 		$3.9M Buy
+42,140
New +$3.59M 1.44% 14

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

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

CFM Wealth Partners reduced its Starbucks (SBUX) stake by 23% in Q2 2026, selling an estimated $98.9K and leaving 3,202 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #121.

CFM Wealth Partners first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.46M in Q4 2021. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • CFM Wealth Partners held 3,202 shares of Starbucks worth $327K as of Q2 2026.
  • CFM Wealth Partners sold 982 Starbucks shares in Q2 2026, an estimated $98.9K.
  • Starbucks made up 0.04% of CFM Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • CFM Wealth Partners first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Starbucks position peaked at $5.46M in Q4 2021.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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