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Chapman Financial Group’s Starbucks SBUX Stock Holding History

Chapman Financial Group’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 		$766K Sell
7,496
-1,100
-13% -$111K 0.51% 57
2026
Q1 		$770K Sell
8,596
-668
-7% -$63.2K 0.55% 55
2025
Q4 		$780K Sell
9,264
-1,255
-12% -$106K 0.53% 55
2025
Q3 		$890K Sell
10,519
-401
-4% -$35.9K 0.62% 50
2025
Q2 		$1M Buy
+10,920
New +$946K 0.85% 40
2024
Q4 		$1.15M Buy
+12,643
New +$1.22M 0.92% 36

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

Chapman Financial Group's SBUX Position: Q2 2026 in Review

Chapman Financial Group reduced its Starbucks (SBUX) stake by 13% in Q2 2026, selling an estimated $111K and leaving 7,496 shares worth $766K. The position accounts for 0.51% of the portfolio, ranked #57.

Chapman Financial Group first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2024. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Chapman Financial Group held 7,496 shares of Starbucks worth $766K as of Q2 2026.
  • Chapman Financial Group sold 1,100 Starbucks shares in Q2 2026, an estimated $111K.
  • Starbucks made up 0.51% of Chapman Financial Group's portfolio in Q2 2026, its #57 holding.
  • Chapman Financial Group first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Starbucks position peaked at $1.15M in Q4 2024.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.