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CM Wealth Advisors’s Starbucks SBUX Stock Holding History

CM Wealth Advisors’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 		$365K Sell
3,567
-13
-0.4% -$1.31K 0.07% 124
2026
Q1 		$321K Buy
3,580
+20
+0.6% +$1.89K 0.07% 109
2025
Q4 		$300K Buy
+3,560
New +$300K 0.07% 113
2024
Q2 		– Sell
-2,899
Closed -$210K – 160
2024
Q1 		$210K Buy
+2,899
New +$270K 0.06% 174

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

CM Wealth Advisors's SBUX Position: Q2 2026 in Review

CM Wealth Advisors reduced its Starbucks (SBUX) stake by 0.36% in Q2 2026, selling an estimated $1.31K and leaving 3,567 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #124.

CM Wealth Advisors first reported a position in SBUX in Q1 2024 and has held it in 4 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • CM Wealth Advisors held 3,567 shares of Starbucks worth $365K as of Q2 2026.
  • CM Wealth Advisors sold 13 Starbucks shares in Q2 2026, an estimated $1.31K.
  • Starbucks made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • CM Wealth Advisors first reported a position in Starbucks in Q1 2024 and has held it in 4 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.