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Compass Financial Management’s Starbucks SBUX Stock Holding History

Compass Financial Management’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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Compass Financial Management's SBUX Position: Q2 2026 in Review

Compass Financial Management 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.

2,284 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Compass Financial Management held 560 shares of Starbucks worth $58.3K as of Q2 2026.
  • Starbucks was a new Compass Financial Management position in Q2 2026.
  • Starbucks made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #660 holding.
  • 2,284 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.