COMPASS FINANCIAL MANAGEMENT LLC’s Starbucks SBUX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$58.3K	Buy	+560	New	+$56.4K	0.01%	660

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SBUX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Starbucks (SBUX) in Q2 2026: 560 shares worth $58.3K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings.

1,997 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 560 shares of Starbucks worth $58.3K as of Q2 2026.
Starbucks was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Starbucks made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #660 holding.
1,997 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.